Digital Digest: The Latest Tech News – Savvy Wealth Launches AI Offering

Editorial Staff

23 April 2026

Savvy Wealth, an RIA, has unveiled Savvy Intelligence, a new agentic AI product within Savvy’s vertically integrated platform.

The Savvy Intelligence offering gives advisors a complete, continuously updated view of client data, including investments, financial plans, and tax information.

“The next generation of financial advice won’t be determined by the firms with the biggest AI budgets; it will be won by the advisors with data that provides the context that powers their AI, turning insight into actionable, real-time client outcomes,” Ritik Malhotra, founder and CEO of Savvy Wealth, said.

Savvy Intelligence serves as the central operating environment for Savvy AI agents, all using the same integrated data layer to compound the platform’s value. Its first agent, the Financial Planning Agent, gives advisors a household-level view that provides the context of clients’ financial lives. It models life-change scenarios in real time, surfaces trade-offs and produces auditable, client-ready outputs in minutes. Advisors can run thousands of “what if” scenarios – drawing automatically from portfolios, tax data, and planning assumptions – with results displayed on a live, interactive canvas, creating flexible, personalized financial plans that continuously adapt as life events change, Savvy Wealth said.

Advisors who have made the transition to Savvy experience an immediate shift in how they spend their time and serve clients.

Savvy Wealth manages nearly $6 billion in client assets, five times higher than a year earlier.

Savvy estimates that with advisors spending about 70 per cent of their time on work that isn't client-facing – data entry, compliance tasks, custodial paperwork – eliminating that burden will change the economics of running an advisory practice