Savvy Wealth
Savvy Wealth Summary
Savvy Wealth is a mobile iOS app in Finance by Savvy Wealth, Inc. Released in Aug 2024 (1 year ago). It has 7.00 ratings with a 5.00★ (excellent) average. Based on AppGoblin estimates, it reaches roughly 91 monthly active users . Store metadata: updated Jan 22, 2025.
Store info: Last updated on App Store on Jan 22, 2025 .
5★
Ratings: 7.00
Screenshots
App Description
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.