Savvy Wealth 1.0.6

The app developed for Savvy Wealth clients provides a robust platform for managing one's financial journey with convenience, whether at home or on the go. It leverages technology to enhance wealth management, offering a comprehensive overview of the user's entire financial landscape. The integration allows for easy supervision of the full portfolio, including assets not directly managed by the advisor.

Key features of the app include:

• Net Worth Overview: Users can achieve a holistic view of their financial health by tracking net worth over time. The app includes tools for visualizing assets through balance sheets and graphs.
• Managed Account Details: Detailed information about managed accounts with Savvy Wealth is readily accessible, ensuring that users remain informed about their account balances.
• Holdings Breakdown: This feature allows for an in-depth analysis of the investment portfolio. Users can explore individual investments, asset allocations, and performance metrics.