# Savvy for Advisors — Your practice, in your pocket > Your practice, in your pocket (iPhone/iPad app by Savvy Wealth, Inc.) - Source: https://appshunter.io/ios/app/savvy-for-advisors/id6797077799 (this page in markdown: same URL + `.md`) - Developer: [Savvy Wealth, Inc](https://appshunter.io/developer/1763578861) - Category: Finance - Price: Free - Age rating: 4+ - Requires: iOS 16.4 · 56 MB - Languages: American English - Released: 2026-08-17 - Data updated: 2026-09-17 - User reviews in markdown: https://appshunter.io/ios/app/savvy-for-advisors/id6797077799/reviews.md ## What is 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. ## Version history (last 5 releases) ### 1.12.0 — 2026-09-16 Savvy Advisors is now available to every Savvy advisor — and this release brings our biggest round of improvements yet. • Faster task capture, with a new creation animation that confirms your task landed  • Snooze, archive, and bulk actions on notifications — swipe to act, or select several and clear them at once  • Snoozed and archived alerts now have their own screens, each with one-tap restore  • Bulk selection and swipe-to-complete on the task list, alongside filtering, grouping, and search  • Account-level household data: accounts split into Savvy Managed and Other, custodian logos, exact balances, and tap-to-reveal-and-copy account numbers  • Your book at a glance: Home opens with total AUM, ARR, and client count, and Clients and Opportunities are now separate tabs  • Notes are fully editable on mobile, and you can edit or delete your own task comments  • Plus performance improvements and bug fixes throughout ### 1.11.0 — 2026-09-11 New layout update Bug fixes ### 1.10.0 — 2026-08-28 - Bug fixes ### 1.9.0 — 2026-08-27 - Quick actions on tasks - Bug fixes ### 1.8.0 — 2026-08-26 - New create task flows - File attachment in task comments ## More apps by Savvy Wealth, Inc - [Savvy Wealth](https://appshunter.io/ios/app/savvy-wealth/id6642694010) All apps by Savvy Wealth, Inc: https://appshunter.io/developer/1763578861 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-17.*