Savvy Wealth, a digital-first platform catering to financial advisors, has launched a new investment management programme dubbed Savvy Wealth Investment Management (SWIM).
The new in-house investment management solution will allow the creation and management of customised investment portfolios tailored to the firm’s high-net-worth client base.
Besides, SWIM features diversified and low-cost investment strategies.
As the latest addition to Savvy Wealth’s fully integrated platform, SWIM will support the company’s advisors to develop flexible, customisable portfolios to help clients reach their financial goals.
The new solution provides advisors with efficient portfolio management.
SWIM also helps advisors to offer quantitative, low-cost models created by Savvy Wealth’s Investment Committee and supported by the research of preeminent asset management firms
Furthermore, the new solution enables advisors to diversify portfolios around illiquid securities, private investments, custom indexes, separately managed accounts, and held away retirement accounts.
SWIM comes after the company‘s launch of Savvy Direct Indexing last year to enable Savvy Wealth’s advisors to deliver tax-optimised, risk-adjusted and personalised portfolios.
Savvy Wealth co-founder and CEO Ritik Malhotra said: “Our firm was founded on the vision of strengthening human advice, giving advisors more time to spend working with clients and scaling their business.
“Introducing Savvy Wealth Investment Management equips advisors with sophisticated investment tools to help maximise client outcomes, complemented by internal portfolio management support and solutions to help enrich the client experience.”
The development of the investment management solution is aimed at empowering Savvy Wealth’s advisors to offer all clients a tech-forward experience customised to the specific requirements of high-net-worth families and individuals.
