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

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.

What Savvy Custodial Platform offers:

  • Instant, digital onboarding: no more paperwork or multi-day delays to get a client’s account open and funded
  • Fast, intuitive experience: modern software purpose-built for how advisors actually work
  • White-labelled control: advisors can deliver a client experience that looks and feels like their firm, not someone else’s
  • Integrated with your practice: CRM, billing, trading, and reporting live in one connected system

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.

“We didn’t work from a checklist of legacy conventions. The growth of our RIA channel over the past few years has given us a front row seat to what advisors actually need to run a best-in-class practice,” said Malhotra.

Advisors who register under Savvy’s RIA already have access to this deep custodial integration, with this launch extending this aspect of the RIA platform to the broader RIA market. This launch allows Savvy to serve the independent advisors who want to maintain their own ADV and operations.

To learn more and join the waitlist for Savvy Custodial Platform, visit savvywealth.com/custodial-platform.

About Savvy

Savvy Advisors, Inc. (“Savvy”) is an AI-native, multi-custodial registered investment adviser built for independent financial advisors. The firm combines modern technology with world-class support to make independence simple and scalable. Advisors who partner with Savvy use intelligent tools alongside white-glove marketing, compliance, and operational support to deliver standout client experiences while staying in control of their practice. Follow Savvy on LinkedIn to stay up to date on the latest company news and updates.

Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions that have not been reviewed by an advisor. Advisors remain solely responsible for all advice and recommendations provided to their clients.

1“Savvy Custodial Platform” describes the integrated technology and services designed for investment advisers, including Savvy Advisors, Inc. (“Savvy Advisors”), an SEC-registered investment adviser, and unaffiliated independent RIAs. The Savvy Custodial Platform is not a separate legal entity or custodian. Savvy Wealth Inc., the parent of Savvy Advisors and Savvy Wealth Management LLC (“SWM”), provides the platform technology. SWM is a registered broker-dealer and FINRA/SIPC member that provides introducing brokerage services. National Financial Services LLC (“NFS”), an unaffiliated clearing broker-dealer, provides clearing, execution, and custody for accounts introduced by SWM. No Savvy entity directly holds or safeguards client assets.

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