Savvy for Advisors — ASO

By Savvy Wealth, Inc on AppTrack Ninja.

Your practice, in your pocket

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 a…

Categories: Finance

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