Savology
Scalable financial planning for every client.
"Savology is a financial wellness platform designed to help RIAs scale financial planning services to a broader client base. It offers a streamlined, data-driven approach to create personalized financial plans, focusing on key areas like budgeting, debt management, and goal setting. Firms use Savology to efficiently onboard new clients and provide accessible financial guidance."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"Savology empowers RIAs to deliver scalable and personalized financial planning through automation and client engagement tools."
Competitive Strengths
Adoption Hazards
Stack Compatibility Profile
How Savology integrates into institutional RIA stacks.
Alternative Peer Landscapes
3Equity
Actionable business intelligence for RIA operational excellence.
401GO
Simplified 401(k) implementation and management for RIAs.
AbsoluteCapital
Comprehensive held-away asset management for RIAs.
Absolute Engagement
Unlock client loyalty with data-driven engagement.
Acclivity
AI-powered client engagement for modern RIAs.
AdvicePay
AdvicePay: Modern billing for modern financial advisors.