Overview
Savvy Intelligence is an integrated, AI-powered advisor operating environment that combines household-level systems of record, client CRM context, notes, and asset holdings into a unified workspace. The platform deploys automated agents that run complex cross-state residency tax scenarios, generate smart account management task suggestions, and execute portfolio performance summaries. It also features an interactive training simulator that analyzes an advisor's historical client communications to generate personalized email response drafts matching their precise writing style.
