Savvy Wealth has introduced Savvy Intelligence, a new AI-powered platform designed to reshape how financial advisors manage and deliver client services. The launch marks a significant step in the firm’s vision of combining advanced artificial intelligence with human-led financial advice.
Savvy Intelligence brings together investment data, tax information, and financial planning insights into a single, continuously updated system. By eliminating fragmented tools and manual reconciliation, the platform offers advisors a unified, real-time view of each client’s financial situation at the household level. This integrated approach enables advisors to access critical insights quickly and act on them more effectively.
“The next generation of financial advice won’t be determined by the firms with the biggest AI budgets; it will be won by the advisors with data that provides the context that powers their AI, turning insight into actionable, real-time client outcomes,” said Ritik Malhotra, Founder and CEO of Savvy Wealth.
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At the core of the platform is an agent-based architecture powered by a shared data layer. The first of these tools, the Financial Planning Agent, allows advisors to simulate life scenarios, evaluate trade-offs, and generate client-ready plans in minutes. By automatically pulling from portfolios, tax data, and planning assumptions, the system enables advisors to run thousands of “what-if” scenarios and present results through an interactive interface.
Savvy underlines that its artificial intelligence technology is meant to support – not substitute – financial advisors. The platform by automating data entry and research tasks, enables financial experts to allocate their efforts on strengthening relationships with clients and offering them the most suitable advice. As a result, advisors can deliver their services to more clients in less time without losing the precision of one-to-one interactions.
The release of the product coincides with the fast development of the firm, which handles and oversees nearly $6 billion in client funds. From time to time, the roadmap includes rollout of new AI agents specializing in tax advisement, client engagement tracking and investment management. Savvy through AI-powered advisory workflow makeover intends to provide financial advisors with the necessary equipment to furnish more all-around, top-notch advisory services – thus making client capabilities that were only available to high net worth individuals accessible to the wider public.
