SAVVY

Institutional Infrastructure for Modern Investment Management

Our Partners

  • Apex Fintech Solutions
  • MarketVector Indexes
  • Gentrust

Modular Technology. Built for Scale.

Powering trade execution, ongoing management, and operational workflows across your investment offerings.

  • Account Onboarding
  • Custom SMA Delivery
  • Order Management System
  • Accounting / IBOR
  • Fund Operations

How can we help you get Savvy?

Simplifying Institutional Workflows

  • Align portfolios to client-specific goals using Franklin Templeton's Goals Optimization Engine, powering objective-based allocations and glide paths.

  • Deliver equities and fixed income portfolios that directly own the underlying securities of an index or strategy, enabling greater customization, transparency, and tax efficiency.

  • Automatically monitor portfolio drift and execute trades to keep client accounts aligned with target allocations and investment rules.

  • Systematically calculate and manage required minimum distributions, including the portfolio trades needed to fund recurring withdrawals.

  • Create and manage investment models of strategies and ETFs, while retaining single-name security control.

  • Transform proprietary strategies into scalable separately managed accounts that can be distributed, customized, and managed across investor portfolios.

The information provided is for illustrative purposes only and does not constitute investment advice. See Disclosures for additional information

Savvy Labs empowers you to deliver custom solutions to separate accounts at scale

Frequently Asked Questions

Savvy Labs is institutional investment infrastructure that helps advisors, asset managers, and institutional investors build, customize, and manage investment solutions at scale. Our Platform combines portfolio construction, customization, trading, rebalancing, tax management, and ongoing portfolio management in one system. Savvy Labs is an SEC-registered investment adviser, more details about the firm can be found in its Form ADV.

Advisors, asset managers, corporate treasurers, endowments, family offices, index providers, OCIOs, pensions, wealth platforms, and more - the Platform is built for US-based financial institutions and professional investment firms, not self-directed retail investors.

Many traditional TAMPs and wealth technology platforms are built around predefined products, models, and workflows. Savvy Labs is infrastructure, built to adapt to the way you want to manage investments. Rather than asking firms to conform to our ecosystem, we work with them to build the investment capabilities and workflows their business needs. The result is greater flexibility, more control over the client experience, and the ability to deliver differentiated investment solutions at scale.

Savvy Labs empowers advisors to move beyond standardized portfolios and offer more personalized investment solutions to their clients, while allowing them to serve more clients without added operational burden. Advisors can deliver customized separately managed accounts, direct indexing, tax optimization, automated rebalancing, and other sophisticated portfolio capabilities without building the underlying infrastructure themselves.

Savvy Labs automates the monitoring, trade generation, and execution required to keep client portfolios aligned with their target strategies. Instead of manually reviewing accounts, identifying drift, calculating trades, and submitting orders, advisors can define the investment rules once and let Savvy handle the ongoing implementation across accounts. This allows investment teams to spend less time on repetitive portfolio operations and more time serving clients and growing their business.

Savvy Labs is integrated with Apex, Northern Trust, and Pershing. If you manage assets that are custodied elsewhere, we will help facilitate an ACATS transfer to a supported custodian, or we can work with you and your custodian to establish a connection.

Launching a fund is time-consuming and costly, and a fund structure is rigid. With Savvy Labs, you can launch your strategy in a matter of days at minimal cost, while defining the fee rate that you want to earn on invested assets. Investors can then access your strategy in a more flexible way - directly owning the underlying securities with the ability to apply customizations, while you continue to earn your fee rate.