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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

At the heart of our mission lies the ability to forge connections for our clients—linking them to consumers, business partners, vendors, social media, and ultimately, pathways to success. We thoroughly investigate your business landscape, examining your challenges, obstacles, aspirations, and objectives. This deep dive enables us to uncover potential opportunities, outline actionable projects, and develop solutions with clearly defined return on investment and targets in mind. To put it plainly, we are passionate enthusiasts who operate on the leading edge of innovation, crafting platforms and tailored technological solutions. While we embrace our inner nerd, we remain grounded, ensuring we focus on what truly matters: achieving tangible results. Our approach begins with strategies free from technological constraints, which we then enhance with a detailed execution plan that incorporates reliable technology to fulfill our strategic vision. In instances where existing technology falls short, we are committed to innovating and creating what is necessary. No matter how we approach solution delivery, our unwavering aim is to drive customer success and maximize return on investment while continually adapting to the evolving landscape.

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

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Supervisor Systems

Website

www.feedsupervisor.com

Vendor Details

Company Name

Savvy

Country

United States

Website

www.savvywealth.com

Product Features

Farm Management

Barcoding / RFID Yes 
Built-in Accounting Yes 
CRM Yes 
Contract Management No 
Crop Management Yes 
Customer Management Yes 
Financial Management Yes 
Greenhouse Management No 
Inventory Management Yes 
Labor Management No 
Livestock Management No 
Order Processing No 
Pricing Management No 
Supplier Management No 
Traceability No 
Weather Records Yes 

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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