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Savvy Wealth has rolled out a new digital tool designed to let investment advisors onboard clients in as little as 90 seconds.
In plain terms, this is a system that handles the paperwork and asset movement for financial professionals, stripping away the manual delays of traditional banking relationships.
The platform targets the independent advisory market, aiming to make client setup faster and more transparent for both advisors and their clients.
What the Platform Actually Does The core function of the Savvy Custodial Platform is to digitize the initial steps of opening an account.
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