Savology for Advisors

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Provide game-changing financial wellness to employers, retirement plans, clients, and prospects with a scalable planning platform designed to reach new markets.

Simple and scalable financial planning for the middle market.

Equip your firm with the right technology to deliver the experience your clients deserve:

Custom plans and report cards
Give your clients a personal financial plan and report card that gives them insight and direction into their financial future.

Personalized recommendations
Your clients will receive prescribed next steps and personalized recommendations to make significant financial improvements.

Digital onboarding
Easily onboard new clients in minutes with a financial survey that collects important data and information used to build accurate plans.

Literacy tools and resources
Empower clients to improve their financial literacy by equipping them with effective tools such as quizzes, calculators, and surveys.

Connected accounts
By connecting checking, savings, credit accounts, and more, both you and your clients will get access to real-time, accurate information.

Financial wellness for employers
Win new business or enter new markets by providing financial wellness services through the Savology platform to employers of all shapes and sizes.

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