Savvy for Advisors
Your practice, in your pocket
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
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.
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Household timeline updates!
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:
- Contact Info
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Savvy Wealth, Inc.
- Size
- 59.8 MB
- Category
- Finance
- Compatibility
Requires iOS 16.4 or later.
- iPhone
Requires iOS 16.4 or later. - Mac
Requires macOS 12.0 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
- © 2026 Savvy Wealth, Inc.