Savology logo

Savology

by Savology · Since 2019
No reviews yet
Active1+ countriesCloud
Quick facts
VendorSavology
Year launched2019
StatusActive
LocationOrem, Utah
Countries served1+
Languages1
Integrations
Free tier
Free trial
Contact salesYES

About Savology

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Savology by Savology is a comprehensive financial wellness platform designed to help corporate employees better manage their finances. One of its standout features is its ability to create personalized financial plans based on individual goals and circumstances. Users can analyze their current financial situation, set objectives, and track progress towards financial freedom. The user interface of Savology is clean, intuitive, and user-friendly. The design elements are minimalistic yet functional, enhancing the overall user experience. Navigating through the various tools and features is seamless, making it easy for users to access the information they need quickly and efficiently. The core functionalities of Savology set it apart from its competitors. The software offers tools for budgeting, retirement planning, debt management, and investment tracking, all in one integrated platform. The ability to sync financial accounts and analyze spending patterns provides valuable insights for users to make informed financial decisions. In terms of performance, Savology is fast, efficient, and reliable. It can handle large datasets and complex operations without any lag or hiccups.

Pros & Cons

What users like
  • +Comprehensive Financial Planning: Offers a holistic approach to personal finance.
  • +Accessibility: Free plan available, making financial planning tools accessible to a broader audience.
  • +Employee Wellness Focus: Designed to improve employee financial health and reduce workplace stress.
  • +Educational Resources: Provides courses and assessments to enhance financial literacy.
  • +Personalized Coaching: Access to financial professionals for tailored advice.
What users flag
  • Geographical Limitation: Primarily serves the U.S. market.
  • Integration Options: Limited number of third-party integrations.
  • No Mobile App: As of now, there is no dedicated mobile application.

Features

Key features

Digital Financial Plans
Personalized financial plans covering savings, debt, retirement, and estate planning.
Financial Report Card
Assessment of financial health with actionable recommendations.
Live Financial Coaching
Access to financial professionals via chat or scheduled calls.
Financial Literacy Resources
Courses, quizzes, and articles to enhance financial knowledge.
Employee Wellness Metrics
Aggregate data for employers to monitor and improve employee financial wellness.​

Additional features

nboarding Financial Survey
Initial assessment to personalize the financial plan.
Comprehensive Financial Report Card
Detailed evaluation of financial health.
Retirement Calculations & Projections
Tools to plan and forecast retirement savings.
Net Worth Tracking
Monitor assets and liabilities over time.
Literacy Courses & Assessments
Educational content to improve financial literacy.
Financial Duress Score & Factors
Measure and understand financial stress levels.
Gamification Elements
Engaging features to motivate financial progress.
Personalized Action Items
Tailored recommendations for financial improvement.
Printable Plan Summaries
Exportable summaries of financial plans.
Savings Rate & Debt-to-Income Tracking
Monitor key financial ratios.
Core Planning Modules
Essential tools for comprehensive financial planning.
Risk Tolerance Assessment
Evaluate investment risk preferences.
Social Financial Comparisons
Benchmark financial metrics against peers.

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

1
Countries served
1
Interface languages
10
Billing currencies

Available in

USA

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇳CNY🇮🇳INR🇷🇺RUB🇲🇽MXN

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