Subscribe

Savvy launches fully integrated AI platform for advisors

Savvy AI

The platform automates processes such as new account onboarding, portfolio recommendations, and personalized financial planning.

Artificial intelligence is doubtless both a great opportunity and a great challenge for wealth management in the years ahead, but can humans and AI work in harmony?

Savvy Wealth certainly believes that the burgeoning technology is the future for modern advisors and has launched its new, fully int

Subscribe or log in to read the rest of this content.

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

SEC charges Silvergate Capital Corporation, former execs with misleading investors

The firm and two individuals have settled, but CFO will fight to clear his name.

Kovitz set to exceed $24B AUM as new combination is announced

Focus Financial firm is preparing for another major tie-up.

How much income does the average American believe means financial security?

Spoiler alert: it's way more than most people make.

Asset manager taps former Vanguard $274B PM to lead ETF operations

After 14 years with Vanguard, Awais Khan has a new role.

Private Advisor Group picks up $155M advisor in Rochester, New York

The practice works with investors at some big-name organizations.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print