Creating Tasks
How do I create a task in Savvy Dash?
Working with your clients
My client is unable to log into Savvy. How do I send them a login?
How can I see my client’s dashboard view?
How can I see what interactions and tasks I have with a client?
How do I create a new client onboarding task?
Onboarding new clients
How do I onboard a new client? (no custodial change)
How do I onboard a new client? (with custodial change)
SWIM
How do I enroll a client into Savvy Wealth Investment Management (SWIM)?