Savvy Advisor
iOS app by Savvy Wealth, Inc. Finance · Savvy Wealth, Inc
- Store rating
- 0 / 5
- Store rating count
- 0
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 1.10.0
- Listing last refreshed
- 2026-09-06
View the original store listing
Store description excerpt
Savvy for Advisors Your practice, wherever the day takes you. Between client meetings, prep calls, and follow-ups, the day happens in the moments in between. Savvy for Advisors is your mobile companion to the Savvy platform — surfacing what needs you right now: your next client, your active tasks, and the household details you need at your fingertips. • Start your day with your next meeting front and center. • Filter, group, and update tasks from anywhere. • Tap into a household to see accounts, members, and active work. Disclaimer: Savvy for Advisors is a companion to your Savvy Wealth desktop practice, not a standalone product. Requires an active Savvy advisor account.
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