Savvy for Advisors

Your practice, in your pocket. Savvy Advisors is the mobile companion to the Savvy Wealth platform, built for financial advisors and their teams. It surfaces what needs you right now — your next meeting, your active tasks, and a quick pulse on any client you're about to meet with — so the time between meetings becomes productive time. MEETINGS See your next meeting front and center, plus the week ahead in a compact calendar. Join Zoom calls directly from the app. TASKS Work your list fast. Filter by assignee, due date, task type, or household — with a live count of matching tasks before you apply. Group by status, assignee, or due date, search as you type, and act on several tasks at once. Swipe a row to complete or cancel it, or tap in to change status, reassign, set a due date, and comment with @mentions. CREATE ON THE GO Capture a task the moment it comes up, from the floating button on Tasks or on any household. Every task type in the shared library is available, the household picker searches your whole book, and the form stays in step with desktop — so nothing drifts. CLIENTS & HOUSEHOLDS Tap any household to see who's in it, the accounts they hold — split into Savvy Managed and Other, with custodian logos and balances that match the dashboard exactly — plus their primary advisor and active tasks. Reveal and copy an account number in one tap. Call, text, or email any member with one tap, and create a task, note, meeting, call log, or opportunity right from the household. NOTIFICATIONS An inbox of what needs you, not a firehose. Snooze what can wait, archive what's done — with a swipe or in bulk — and restore anything from the snoozed and archived views. High-volume system alerts collapse into a single summary row. You control exactly which alert types push to your device, per type, with a master switch.