SIMON vs. Savvy Comparison


SIMON SIMON Markets	Savvy	+	+
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About Experience structured investment, annuity, and target return ETF solutions—with a suite of analytical tools—so advisors can stay focused on their clients. From short-form educational videos to PDFs, our multimedia educational resources are available to share valuable product knowledge with clients when they need it most. Comprehensive asset-class education, from introductory basics to product-specifics, delivers on-demand, engaging education for all advisor experience levels. Custom compliance tracking and supervisory tools guide advisors through self-paced certification requirements and give home offices real-time oversight. Automate and integrate to deliver products—and product education—seamlessly to wealth management firms and financial professionals, in real time. Build efficiencies with streamlined education, operational and compliance oversight, and direct connectivity to a centralized product repository.	About Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Digital wealth management experience solution for companies	Audience Enterprises looking for a solution to manage their assets and all their investment operations
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information SIMON Markets Founded: 2018 United States www.simon.io/solutions/	Company Information Savvy United States www.savvywealth.com
Alternatives MoneyGuide Envestnet	Alternatives PortfolioPilot
PriceMetrix McKinsey & Company	Summit Summit Wealth Systems
Croesus	NaviPlan Advicent
AdvisorStream Broadridge Financial Solutions	Vanilla
iCapital Network View All	WealthObjects View All
Categories Investment Management Wealth Management	Categories Estate Planning Investment Management Wealth Management

Integrations Regal Samplead View All 1 Integration	Integrations Regal Samplead View All 1 Integration
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