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.