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Average Ratings 0 Ratings

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ease
features
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support

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Write a Review

Description

Simplifying PR Reporting. Provide your clients with a comprehensive report that quantifies your value and demonstrates the return on investment of partnering with you. Discover more about our mission with Purpose, as we strive to ease the workload of publicists. Our team is committed to delivering solutions that enhance the efficiency of how publicists report their results to clients. Secure more business and foster long-term client relationships by visualizing the impact you create. Stay ahead with Media Monitoring, ensuring you’re the first to learn about your client’s features in the press. Experience the ease of Streamlined PR Reporting, where you can transform numerous press mentions into an impressive report with just one click. Enhance your understanding with Social Media Listening, which brings the social discussions about your clients into clear view. Gain insights through Detailed Analytics that help you illustrate your value, showing clients exactly why you are worth every cent. Explore our Plans and Prices to stop wasting valuable time on tracking media mentions, manually crafting intricate reports, and sifting through data, and instead, leverage the most comprehensive and user-friendly tools available to make your work seamless. Your effectiveness as a publicist should be celebrated, and our solutions are here to help you achieve that recognition effortlessly.

Description

Savvy merges innovative technology with extensive financial knowledge to provide you with enhanced freedom and reassurance. We are developing tech-centric wealth management solutions that offer a comprehensive perspective on your entire financial situation. Our skilled investment team performs ongoing portfolio assessments to support your advisory team in achieving your financial objectives. By simplifying everything from the onboarding experience to performance analytics, our technology ensures your advisor can dedicate more quality time to you. Savvy is composed of outstanding and experienced financial advisors located throughout the United States. Optimize every facet of your financial journey with client services designed for a more cohesive and efficient experience. In addition to retirement and estate planning, Savvy provides a diverse array of financial services such as tax strategy, alternative investments, direct indexing, and net worth monitoring, all while allowing you to access your accounts with unified advice and reporting. Our commitment is to empower you with the tools and resources necessary for informed financial decision-making.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Samplead No 

Integrations

Samplead Yes 

Pricing Details

$95 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Covered Press

Founded

2020

Country

United States

Website

coveredpress.com

Vendor Details

Company Name

Savvy

Country

United States

Website

www.savvywealth.com

Product Features

Public Relations

Article Author Database No 
Auto-Update Media Lists No 
Campaign Management Yes 
Clippings Management Yes 
Communications Calendar No 
Contact Management No 
Digital Asset Management Yes 
Direct Mail Management No 
Email Distribution No 
Press Monitoring Yes 
Press Release Builder No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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