Track your investments and money all in one place
Are you curious about your financial performance and looking to get a clear overview of your finances? The Savvy Dashboard brings all your finances together in one easy-to-use platform. Set meaningful financial goals and connect with an advisor to explore how they can help guide you toward achieving them. Sign up today and take control of your financial future.
Real-time Investment Monitoring
The Savvy Dashboard can provide you with real-time monitoring of almost every asset and liability, even held away ones, right at your fingertips - to easily track your net worth and view the impact of key financial decisions.
You can connect any of the following types of accounts:
Bank Accounts
Investment Accounts
Real Estate
Company Equity
Crypto/Bitcoin
Private Business Interests
Real-time Investment Monitoring
The Savvy Dashboard can provide you with real-time monitoring of almost every asset and liability, even held away ones, right at your fingertips - to easily track your net worth and view the impact of key financial decisions.
You can connect any of the following types of accounts:
Bank Accounts
Investment Accounts
Real Estate
Company Equity
Crypto/Bitcoin
Private Business Interests
Make Informed Investment Decisions
With access to in-depth analysis and historical performance data, you can make informed investment decisions that align with your financial goals. Plus, if you are interested in meeting with an advisor for personalized recommendations and insights, Savvy Advisors can help you find the right one for you.
Track your investment changes:
Changes to your portfolio
Performance of trades
Real Estate
Make Informed Investment Decisions
With access to in-depth analysis and historical performance data, you can make informed investment decisions that align with your financial goals. Plus, if you are interested in meeting with an advisor for personalized recommendations and insights, Savvy Advisors can help you find the right one for you.
Track your investment changes:
Changes to your portfolio
Performance of trades
Real Estate
Securely Connect Your Financial Accounts
Rest assured that your financial information is protected with state-of-the-art encryption technology. We employ security measures to safeguard your data and collaborate with our trusted partner, Plaid, to ensure your financial details remain secure.
Integrated with trusted partners
Encrypted data
Two-Factor Authentication
Create your personal financial dashboard
Get Started
"Savvy Advisors" here: Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and owner of the “Dashboard” referenced herein. Savvy Wealth is the parent company of Savvy Advisors Inc. (“Savvy Advisors” and “Savvy Wealth” collectively referred to as “Savvy”). All advisory services are offered through Savvy Advisors, an investment advisor registered with the Securities and Exchange Commission (“SEC”).