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Your financial life, optimized.


SAVVI uses deep computational processing, applied analytics, and advanced mathematics to optimize for the complex challenge of turning your financial life into a simple action plan.





Three simple steps to financial empowerment:




    Organize Set Goals Take Action

Organize

Get your financial picture organized. Quickly connect your accounts or enter them manually along with your income and benefits. Once collected, this dashboard will provide newfound clarity on your financial life.


Step 2 →

Set Goals

Discover what matters to you and what is worth striving for. We make it easy to set goals to achieve a financial future worth dreaming about.



Step 3 →

Take Action

A goal without a plan is just a wish. We create a financial plan that unlocks hidden opportunities and gives you the confidence to achieve your envisioned future.


← Back to Step 1




How the SAVVI Advice Engine Works



SAVVI makes you the hero of your financial journey by analyzing your financial situation and giving you specific, actionable recommendations. SAVVI will not only help you make smart decisions (optimized and stress tested), but show you how those choices will impact you now and for years to come.



Knowledgebase

Americans' financial outcomes are influenced by a staggeringly complex set of factors; the tax code (there are over 150 federal tax forms for individuals published by the IRS), Social Security elections, inflation assumptions, investment projections and a lot more. The SAVVI engine processes these intricately interconnected data points automatically, so you can make savvy decisions without doing any of the math.

Product Types GOALS InflationAssumptions Tax Code Budgets Social SecurityElections AccountTypes Asset ClassReturns




Decision Optimizer

Our decision optimizer identifies a course of action (from millions of possible scenarios) that seeks to maximize the possibility of you achieving the goals you set. SAVVI will consider many facets of your financial life, including your goals in light of real-world financial facts and life’s uncertainty. The optimizer will:

  • Discover Opportunities
  • Navigate Complex Interrelations
  • Make Sophisticated Trade-Offs
  • Optimize Spending, Saving, & Taxes
  • Manage Life Uncertainty
  • Manage Investment Risk





Stress Test Simulator

Once we've formulated your plan, we analyze it to show how it stands up to the test of time, using simulations that reveal how it might perform under market conditions like the Great Depression (1929), the Tech Market Bubble (2001), or the Housing Crisis (2008).

ACTIONS





SAVVI compared to your other options…




A Plan That Changes With You

SAVVI can help at every life stage, as your life circumstances change, whether you have a lot or a little.

Ask Your Friends

This is a very common approach, but your friends may not be experts and you will likely be uncomfortable sharing the details required to get the help you want.




A Comprehensive Approach

SAVVI considers the best options from millions of scenarios to solve a really complex math problem— your financial life.

Do It Yourself

You can read articles on personal finance, but it takes a lot of time and motivation to both learn what you need to know and be able to apply it confidently.




A Plan You Can Act On

With clear goals and action steps, SAVVI makes applying financial advice easy.

Hire a Financial Planner

This is a great option, but a professional financial planner typically charges more than $2,000 for a financial plan.




The Team Behind The Tech

The MIT-trained Ph.D.s who built SAVVI have worked with thousands of advisors and managed billions of dollars over the last 20 years.

Use a Broker

If you can’t afford $2,000+ per year to hire a fiduciary advisor, your only other option is to use a broker who's paid to sell products.








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