Savology
Curated by SignalFinancial planning platform enhancing wellness through personalized tools and resources.
Overview
Savology operates within the fintech sector, focusing on solutions for financial planners and advisors. The platform offers a suite of tools aimed at client management and investment strategies. It targets individuals seeking financial wellness as well as advisors looking for scalable solutions. Savology provides personalized financial planning, resources, and literacy lessons. Its digital dashboards present real-time insights into client portfolios, and secure client portals enable communication and document sharing. The platform also features compliance management systems and integrated APIs for data exchange, addressing challenges related to financial wellness and foundational planning.
Key facts
- Founded
- 2017
- Headquarters
- Lehi, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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