Savvy Wealth Unveils Generative AI Platform for Advisors

Meanwhile, with AI technology including GPT-4 within its CRM, Savvy Wealth “ingests data from various sources to create personalized outbound marketing campaigns,” the company said.

The CRM also enables the generation of investment and planning recommendations that Savvy’s advisors can then use to “cultivate stronger relationships and establish trust with prospects and clients,” it said.

And the platform’s interface was “designed to increase client engagement by offering a unified experience that’s directly integrated into its technology stack,” the company said. The self-service portal boosts efficiency and eases “pain points” with document signing and sharing, reporting and advisor-client communication, it added.

Savvy Wealth’s technology stack also includes tax-optimized, risk-adjusted portfolios via the recently launched Savvy Direct Indexing. The tool helps Savvy advisors build personalized, tax-efficient, values-aligned portfolios customized to their high-net-worth clients’ environmental, social and governance preferences, it also said.

The platform also offers held-away retirement account management, trust and estate planning, financial planning, and investment management solutions that the company said will “provide access to several alternative asset classes.”

Noting that he tested the advisor platform in its early stages, Brent Boden, principal wealth manager at Savvy Advisors, who focuses on medical professional clients, said, “I’ve used other systems in the past, but none have come close to the efficiency and ease of use” that the new advisor platform offers.

Advisors who partner with Savvy Wealth get equity ownership similar to tech industry employees and founders, along with competitive compensation and revenue earn-outs, the company added.

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