Savvy has a number of key features to minimise administration and build greater efficiency you’re your advice practice.
- 1 month free trial
- Low cost
- Free for clients
- Automated budgeting
- Benchmarking data
- iOS and Android mobile applications
- Dedicated Adviser web portal
- Increased efficiency
- Minimal administration
- Spending alerts
- Reward badges for clients
- Simple to set up
What is Savvy
Savvy is a dedicated budgeting technology solution for financial advisers that allows better engagement with clients and greater value in the advice relationship.
Financial advice clients want more than simple product advice from today’s financial advisers and budgeting advice is a key area for modern successful advice firms.
Let us show you how to implement budgeting into your business in a fast, efficient way, leveraging the latest fintech applications for Apple and Android mobile devices.
To get started just sign up and have your first client download the mobile app and have them input your unique adviser code to start receiving the data to your dedicated web portal.
It’s time to help your clients change their financial world.
Start now
Affordable Pricing
Standard
$ 10.00
Per Client / month
$10 per month per client
Billed monthly
No contract
Frequently Asked Questions
Got a question? We've got answers. If you have some other questions, contact us using email.
What is Savvy?
As an adviser you need to be able to add value for your clients beyond traditional product. Cash-flow and budgeting is a great way of doing this, and Savvy provides a mobile app solution for your clients, with a web based portal for advisers.
Savvy is a fintech solution aimed at creating more value in your advice relationships by leveraging technology. Many clients make poor spending decisions on a daily basis which stops them achieving the things that are important to them. Savvy will give you visibility across all your clients via a single web portal. This allows you to quickly identify problem behaviours and in turn spend more of your time where it matters.
How does the mobile app work?
The mobile app for your clients will link to their bank accounts, allowing them to reconcile transactions via a bank feed each day. Over time the app will auto-reconcile transactions to minimise the time it takes to keep things up to date. The clients will also have a budget that auto populates, however they can override it if they want more control.
Which banks are supported?
For a list of supported banks, please refer to the Saltedge website
How does the web portal connect to the mobile app?
You will need to provide your clients with your Savvy Advisor code, which they can input to the app either during the initial set up, or from the Advisor page under ‘My Advisor’.
Why can’t clients create their own expense categories?
Savvy is constantly building updated information in relation to spending to provide benchmarking data via the web portal. In order for the data to be accurate Savvy needs pre-defined categories that will allow you to understand the context of your clients spending habits.
How does the client filter work?
On the home page there are a number of filtering options, which allow you to see only a defined list of clients. The filters are for location (State or Territories), Spouse/Single, and number of children. So for example, you could filter your clients living in Sydney who are married with 3 children. This will help you to advise them in relation to their spending across each category.
What are the fees?
The mobile app is free for users, with a $10 per month fee for each client connected to the adviser web portal, paid by the adviser monthly.