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Wealth Management Platform - Savvy
Local Businesses
New York, NY
Contact Information
Company
Wealth Management Platform - Savvy
Position
Other
Visit Website
Location
New York, US
New York, NY
USA
New York, NY
USA
Company Details
Year Established
2021
Hours of Operation
Monday to Friday - 9:00 AM to 6:00 PM
About Wealth Management Platform - Savvy
Savvy is a powerful RIA and wealth management platform for financial advisors. Using the Savvy platform simplifies and automates complex CRM, back-office tasks, client services, marketing workflows and more. Savvy also enables the automation of various tasks, such as rapid onboarding of new accounts, quick generation of client financial strategy recommendations and streamlined delivery of financial planning services. Savvy even offers a lead generation and marketing system to help advisors grow their client base. Ready to find out how Savvy can boost your wealth management business?