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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Discover how Savvi can swiftly address your business obstacles while enhancing operational effectiveness and enabling your team to thrive. Begin by selecting the decision, recommendation, or prediction you aim to automate using AI technology. With a straightforward line of code in your application, you can seamlessly integrate your existing data or initiate a data cold start. Savvi takes care of your AI application from start to finish, allowing you to outline your prediction or decision parameters, pinpoint your business objectives, and publish your results. The platform efficiently gathers data, trains machine learning models, develops your objective function, and deploys the AI application into your product. Additionally, Savvi continuously adapts to enhance performance relative to your goals. In under a few weeks, Savvi can securely gather data from your product and train an ML model, making it incredibly easy—simply insert a snippet of Savvi’s code and you're ready to go. Say goodbye to the necessity of a complex data architecture project to embark on your AI journey, as Savvi simplifies the pathway to innovation. By streamlining the process, Savvi empowers businesses to embrace AI with confidence and agility.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon S3 Yes 
Google Analytics Yes 
Google Cloud BigQuery Yes 
Google Drive Yes 
Google Sheets Yes 
JavaScript Yes 
Looker Yes 
Microsoft Excel Yes 
MySQL Yes 
PostgreSQL Yes 
Samplead No 
Snowflake Yes 
Tableau Yes 

Integrations

Amazon S3 No 
Google Analytics No 
Google Cloud BigQuery No 
Google Drive No 
Google Sheets No 
JavaScript No 
Looker No 
Microsoft Excel No 
MySQL No 
PostgreSQL No 
Samplead Yes 
Snowflake No 
Tableau No 

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 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 No 
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) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

SAVVI AI

Country

United States

Website

www.savviai.com

Vendor Details

Company Name

Savvy

Country

United States

Website

www.savvywealth.com

Product Features

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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