What this is
Your practice, in your pocket. Savvy for Advisors is a mobile companion to the Savvy web app. It surfaces what needs you right now. Think of it as the between-meetings surface: your next meeting, your active tasks, a quick pulse on any client you're about to meet with.
This guide covers the app as of general availability — including everything that shipped since the beta.
Accessing the app
The app is now available to **all Savvy advisors.**To get set up:
- Download Savvy for Advisors from the App Store (iOS) or Google Play (Android) — links below.
- Open the app and sign in with your Savvy work email and password, same credentials you use on desktop.
Key flows
1 · Creating a task
The walkthrough below shows the full flow, start to finish:
- Tap the green New task button floating in the bottom-right corner of the Tasks screen. (The floating button on any household screen offers Task too.)
- Pick a task type. Every type in the shared library can be created from the phone — including Alternative investments purchase and Portfolio review (transition analysis).
- Choose the household
- Fill in the details. It's the same form desktop uses, so the questions asked and the values offered never drift from the web experience.
- Tap Create. The new creation animation confirms your task landed, and you're back on the list with the task in place.