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Average Ratings 0 Ratings
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
Integrations
Samplead
No
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