Savvy Wealth
Net worth, investing, holdings
About
Manage your entire financial landscape from your mobile device. Track net worth, view managed account details, and explore your investment portfolio breakdown all in one place. Designed for seamless wealth management on the go.
What's New in Savvy Wealth
1.0.6
January 22, 2025
Fixed an issue on logout
FAQ
What is Savvy Wealth?
Savvy Wealth is a financial management app designed exclusively for its clients. It provides a seamless view of your entire financial landscape, including net worth, managed accounts, and investment holdings.
How do I get started with Savvy Wealth?
Savvy Wealth is available for free download. It is designed for existing Savvy Wealth clients to access their financial information on the go.
What devices does Savvy Wealth support?
Savvy Wealth is currently supported on iPhone and iPod devices. It was last updated on January 22, 2025, with version 1.0.6.
Is Savvy Wealth secure?
While specific security measures are not detailed, the app is developed by Savvy Wealth, Inc. and focuses on providing a secure way for clients to access their financial data.
Can I see my investments with Savvy Wealth?
Yes, Savvy Wealth offers a detailed holdings breakdown feature. You can explore individual investments, asset allocations, and performance data within the app.
How often is Savvy Wealth updated?
The app was last updated on January 22, 2025, indicating regular maintenance and potential feature additions. The current version is 1.0.6.
What is the user sentiment for Savvy Wealth?
Savvy Wealth has a perfect 5.0-star rating from 7 reviews, suggesting a highly positive user experience among its current client base.
Does Savvy Wealth have ads?
No, Savvy Wealth is ad-free. The app is free to download and use for Savvy Wealth clients and does not contain advertisements.
