Savvy Wealth
Net worth, investing, holdings
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
Our app has been designed exclusively for Savvy Wealth clients.
Take control of your financial journey with ease, whether you're at home or on the go. We specialize in technology-driven wealth management to provide a seamless view over your full financial landscape. Easily oversee your entire portfolio — including assets not directly managed by your advisor — all in one place.
Features include:
• Net Worth Overview: Gain a holistic view of your financial health by tracking your net worth over time. Visualize your assets with our balance sheet and charts.
• Managed Account Details: Access detailed information about your managed accounts with Savvy Wealth. Stay informed about account balances at your fingertips.
• Holdings Breakdown: Dive deep into the specifics of your investment portfolio with our holdings breakdown feature. Explore individual investments, asset allocations, and performance data.
Ratings & Reviews
Fixed an issue on logout
The developer, Savvy Wealth, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Savvy Wealth, Inc.
- Size
- 37.1 MB
- Category
- Finance
- Compatibility
Requires iOS 13.4 or later.
- iPhone
Requires iOS 13.4 or later. - iPod touch
Requires iOS 13.4 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Savvy Wealth, Inc