Basic Capital vs Savvy for Advisors

Basic Capital gives you the tools, flexibility, and service to get the most out of your retirement benefit. With Basic Capital, you can: • Enroll in a 401(k) through your employer and contribute directly from your paycheck • Access investment options ranging from Target Date Funds to ETFs, Single Name Stock, and more • Manage Traditional and Roth strategies separately, with streamlined contribution elections and conversions in a few clicks • Set up Mega Backdoor Roth to convert after-tax contributions into Roth dollars • Get real-time portfolio insight from a mobile-first platform built for everyday use • Reach a plan specialist in under 15 minutes, no hold music, no runaround - No communication by Basic Capital Group Inc. ("BCG"), or any of its affiliates (collectively, "Basic Capital"), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. The accounts, strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular account or investment strategy will depend on an investor's individual circumstances and objectives. Investors should carefully consider their investment objectives and risks, as well as charges and expenses of Basic Capital before investing. Basic Capital investments should only be part of your overall investment portfolio.

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.