Wing vs Savvy for Advisors

REAL FINANCIAL ADVICE FOR REAL LIFE Wing brings your money, investments, goals, and financial decisions together in one living financial plan. Powered by financial superintelligence, Wing helps you understand where you stand, discover opportunities, and know what to do next. From investing, taxes, and retirement to insurance, estate planning, cash, debt, credit, spending, and major life events, Wing delivers personalized financial advice to help you navigate the decisions that shape your life. CREATE YOUR GUIDANCE PROFILE Your Guidance Profile helps Wing understand the life you’re living and the future you’re building. Share your financial circumstances, priorities, and goals so Wing can personalize your plan and advice around what matters most to you. SHARE WHAT’S ON YOUR MIND Your financial life is about more than numbers. Journal lets you confidentially share your goals, concerns, everyday experiences, and life changes with your WingMate, helping it better understand your life and make your financial plan and advice more personal. SEE YOUR WHOLE FINANCIAL LIFE IN ONE PLAN Your Plan brings your financial picture, priorities, advice, and next steps together in one place. See where you stand, what’s on track, and what needs your attention, so you can make financial decisions with greater clarity and confidence. GET PERSONALIZED ADVICE YOU CAN ACT ON Go beyond financial information and generic recommendations. Wing delivers personalized advice to help you understand what to do, why it matters, and how to move forward with clear, practical next steps tailored to your financial life. PLAN FOR LIFE’S BIG DECISIONS Explore guided Experiences for buying a home, having children, getting married, starting a business, protecting loved ones, traveling the world, and leaving a legacy. Each combines planning tools with personalized guidance to help you make life’s important decisions with greater confidence. STAY CONNECTED TO YOUR ADVISORY TEAM When offered through a participating financial institution, Wing helps connect your financial life, plan, and advice with your advisory team, creating a more informed, personalized, and proactive advisory relationship. FIDUCIARY ADVICE FROM AN SEC-REGISTERED ADVISER Wing Financial, Inc. is an SEC-registered investment adviser. As a fiduciary, Wing is committed to acting in its clients’ best interests when providing investment advisory services. Disclosures Wing Financial, Inc. is an SEC-registered investment adviser. Access to certain features, investment accounts, advisory teams, managed portfolios, or experiences may require a Membership Code from a participating financial institution. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Fiduciary advice is provided where applicable through Wing Financial, Inc.

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.