Features & Capabilities

Our app has been designed exclusively for Savvy Wealth clients.

Take control of your financial journey with ease, whether you're at home or on the go. We specialize in technology-driven wealth management to provide a seamless view over your full financial landscape. Easily oversee your entire portfolio — including assets not directly managed by your advisor — all in one place.

Features include:

• Net Worth Overview: Gain a holistic view of your financial health by tracking your net worth over time. Visualize your assets with our balance sheet and charts.

• Managed Account Details: Access detailed information about your managed accounts with Savvy Wealth. Stay informed about account balances at your fingertips.

• Holdings Breakdown: Dive deep into the specifics of your investment portfolio with our holdings breakdown feature. Explore individual investments, asset allocations, and performance data.

User Growth & Download Statistics

App
By:
Savvy Wealth, Inc
Rating:
5.00
(7)
Version:
1.0.6 Last updated: 2025-01-22
Version code:
871921166
Creation date:
2024-08-27
Compatible devices:
Size:
35.38MB
URLs:
Privacy policy
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-06-13
Compare stats and ranking:

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.
Developed by:
Savvy Wealth, Inc
Apple Apps Store
https://apps.apple.com/us/app/savvy-wealth/id6642694010

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