Better-matched clients. Less prospecting.
Savology matches you with consumers who have already built a financial plan and asked to be connected with an advisor, and gives you the tools to serve them well.
Advisor Matching
Introductions that arrive ready, not cold.
Every person we match you with has already completed a full financial plan and asked to speak with an advisor. You receive their report card, their financial profile, and their contact information. They are expecting to hear from an advisor. You are the only advisor matched with that person. We never match the same person with multiple advisors.
Full financial profile
Income, assets, debt, goals, and retirement timeline, all included with every introduction.
Exclusive match: one person, one advisor, never shared.
Every person we match you with is yours alone. We never match the same person with multiple advisors.
Real consent
They opted in. They are expecting contact. They built the plan themselves and asked to be matched.
Your spend, your call
You choose your investment.
Advisor matching runs on your terms. You decide how much you put toward it, you can adjust or pause anytime, and you are never locked into a spend you did not choose.
Pricing is being finalized. Talk to us and we will walk you through the options.
Everything your clients need in one place.
Financial plans, report cards, action items, client management, and automated follow-up. Built for advisors who want to give their clients a planning tool without building one themselves.
- White-labeled financial planning for your clients
- Automated email sequences and client engagement
- Report card and action item tracking
- Client portal with secure data storage
Pricing is being finalized. Talk to us and we will walk you through the options.
Advisors are growing with Savology.
“The people we get matched with actually answer the phone. They built a plan, so we have something real to talk about on the first call.”
“We replaced three prospecting tools with the Savology platform and our clients love the report card.”
“Exclusive really means exclusive. I am not competing with five other advisors for the same person.”