Tag : Ritik Malhotra

Savvy Wealth Announces the Launch of Savvy Custodial Platform
Finance Investment Services News

Savvy Wealth Announces the Launch of Savvy Custodial Platform

Business Wire
by Business Wire0
Platform offers modern custody and account infrastructure built for today’s advisors and firms that goes beyond legacy offerings Savvy Wealth, the AI-native wealth management platform for independent financial advisors, announced the launch of Savvy Custodial Platform1, its new custodial offering built for registered investment advisor (RIA) owners and firms. Read......
Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice
Finance Investments News

Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice

Business Wire
by Business Wire0
Savvy Intelligence unifies investments, tax, and planning—powered by the first AI agent built to act on it Savvy Wealth, an AI-native registered investment advisor (RIA) for independent financial advisors, unveiled Savvy Intelligence, a new agentic AI product within Savvy’s vertically integrated platform. Savvy Intelligence gives advisors a complete, continuously updated view......
1