Savvy Investments

Forge the future of wealth management.

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Savvy is a wealth management firm that provides wealth managers with enhanced software, sales and marketing automation, and back office servicese. Its team is dedicated to providing growth opportunities for wealth managers by building software that drives automation and efficiency so wealth managers can focus on services and growing their client base and assets under management.

Financial Institutions
March 7, 2022, 2:17 p.m. Fintastico Team
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