Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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.

Description

Across various sectors, companies are striving to innovate and integrate more deeply into our daily lives. We assist financial institutions in improving their customer interactions and enhancing their services by providing access to third-party solutions. Additiv empowers consumer brands to enrich their value propositions and increase revenue through smooth and highly contextual financial experiences. Acting as the vital link, additiv connects you with all necessary components to deliver integrated and contextually relevant financial services. This encompasses everything needed to orchestrate financial offerings: advanced technology, an open ecosystem, specialized expertise, legal and operational frameworks, and continuous support. Our strategic partnership guides you throughout the orchestration journey, from defining business models to bringing them to fruition. As a result, you receive comprehensive, ready-to-implement financial experiences that are not only seamless and contextualized but also accessible across multiple channels, ensuring an enriched customer engagement. This holistic approach enables brands to stay ahead in the competitive landscape by providing tailored financial solutions that resonate with their audience.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Samplead

Integrations

Samplead

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Savvy

Country

United States

Website

www.savvywealth.com

Vendor Details

Company Name

additiv

Founded

1998

Country

Switzerland

Website

www.additiv.com

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

Cybrid Reviews

Cybrid

Cybrid Technology Inc.
Summit Reviews

Summit

Summit Wealth Systems