Savvy Wealth is giving advisors real-time insights on when their clients may need them most. By Anand Gupta
https://www.financial-planning.com/news/2024-financial-planning-innovation-award-for-automation-goes-to-savvy-wealth?utm_source=dlvr.it&utm_medium=blogger
https://www.financial-planning.com/news/2024-financial-planning-innovation-award-for-automation-goes-to-savvy-wealth?utm_source=dlvr.it&utm_medium=blogger