Savvy Advisor

Savvy for Advisors Your practice, wherever the day takes you. Between client meetings, prep calls, and follow-ups, the day happens in the moments in between. Savvy for Advisors is your mobile companion to the Savvy platform — surfacing what needs you right now: your next client, your active tasks, and the household details you need at your fingertips. • Start your day with your next meeting front and center. • Filter, group, and update tasks from anywhere. • Tap into a household to see accounts, members, and active work. Disclaimer: Savvy for Advisors is a companion to your Savvy Wealth desktop practice, not a standalone product. Requires an active Savvy advisor account.