Better clients. Less prospecting.
Savology delivers exclusive consumer leads, people who have already built a financial plan and are ready to talk, and gives you the tools to convert and serve them.
Leads that arrive warm, not cold.
Every lead we send you has already completed a full financial plan. You receive their report card, their financial profile, and their contact information. They know an advisor may reach out. They have said yes to that. You are the only advisor who receives this lead. We do not sell the same person to multiple advisors.
Full financial profile
Income, assets, debt, goals, and retirement timeline, all included in the lead.
Exclusive delivery
One lead. One advisor. Never sold twice.
Real consent
They opted in. They are expecting contact. They built the plan themselves.
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
Advisors are growing with Savology.
“The leads 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.”