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Savology
Better financial wellness for better outcomes

Savology
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Savology

What is Savology?

Savology is a comprehensive financial wellness platform that combines financial products, tools, and resources to help individuals and households plan for their future. The platform focuses on foundational financial planning by offering user-led plans that include financial report cards and personalized action items to improve financial wellness. It provides engaging literacy lessons, quizzes, articles, and resources to advance financial knowledge and wellbeing.

The platform includes accessible personal financial management tools for monitoring credit scores, creating budgets, developing debt payoff plans, tracking net worth, and setting goals. Savology facilitates collaboration with financial advisors, planners, or coaches directly within the platform, making it easier for users to get professional support. Trusted by over 100,000 households, Savology partners with financial professionals and employers to deliver meaningful financial wellness benefits.

Features

  • User-led Financial Planning: Foundational plans include financial report cards and personalized action items to improve financial wellness
  • Financial Literacy and Education: Engaging literacy lessons, quizzes, articles, and resources to advance financial knowledge
  • Personal Financial Management Tools: Tools to monitor credit scores, create budgets, develop debt payoff plans, track net worth, and set goals
  • Professional Support Integration: Easy collaboration with financial advisors, planners, or coaches directly within the platform
  • Employer Wellness Solutions: Financial wellness benefits for employees through employer partnerships

Use Cases

  • Creating foundational financial plans for retirement and savings goals
  • Improving financial literacy through educational content and quizzes
  • Managing personal finances with budgeting and debt payoff tools
  • Monitoring credit scores and tracking net worth over time
  • Providing financial wellness benefits to employees through employer programs
  • Collaborating with financial advisors for professional guidance

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