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Savvy Wealth Announces the Launch of Savvy Custodial Platform

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Savvy Wealth Announces the Launch of Savvy Custodial Platform

Savvy Wealth, the AI-native wealth management platform for independent financial advisors, announced the launch of Savvy Custodial Platform1, its new custodial offering built for registered investment advisor (RIA) owners and firms.

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With Savvy Custodial Platform, independent RIAs can onboard clients in as little as 90 seconds and move assets in a few clicks, replacing the paperwork and delay of legacy custodial relationships with a modern, digital, and personalized experience for both advisor and client.

The custodial relationship is where independence hits a ceiling for RIAs. An RIA owner can control the firm, the book, and every investment decision, and still run the practice on custodial systems designed decades ago: paper forms, multi-day account openings, and service queues. Savvy Custodial Platform extends the independence that defines Savvy’s offerings for RIAs down into the custodial infrastructure layer itself to deliver more time saved and greater ease in serving clients.

“From day one at Savvy, we set out to remove everything standing between an advisor serving their client,” said Ritik Malhotra, Founder and CEO of Savvy Wealth. “For an RIA owner, independence shouldn’t stop at owning their own firm. It should extend to every account, every relationship, and every choice they make for those they serve. That’s what Savvy’s Custodial Platform is built to protect.”

The infrastructure behind the platform was shaped in close partnership with advisors themselves, informed by their real pain points, in order to build a better solution for RIAs.


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