Software Alternatives & Reviews

Savology VS echofin

Compare Savology VS echofin and see what are their differences

Savology logo Savology

Accessible digital financial planning. Plan smart. Save smart.

echofin logo echofin

Echofin helps communities grow, engage and monetize their following in ways no other platform has done so far.
  • Savology Landing page
    Landing page //
    2023-02-07

Savology is a venture-backed startup that is on a mission to improve the financial well-being of millions of American households by making financial planning more accessible, actionable, and effective than ever before. In just 5 minutes, users get access to a comprehensive financial plan, financial report card, personalized action items (recommendations and next steps), and financial planning modules to complete. Savology, based in the Silicon Slopes of Utah, was founded by serial entrepreneur Spencer Barclay in early 2019.

  • echofin Landing page
    Landing page //
    2022-09-20

Echofin is a Chat-focused, community management platform for financial teams. They offer automated subscription management, integrated billing, dashboard with business analytics metrics and unlimited users/chatrooms/history.

Echofin also provides an integrated billing solution that offers superb monetization options for those skilled and knowledgeable enough to set up trading schools, academies and communities.

echofin

$ Details
paid Free Trial $49.0 / Monthly (Unlimited users/chatrooms/history, Branding, Billing)
Platforms
Browser iOS Android Windows Mac OSX Linux
Release Date
20218 January

Savology features and specs

  • Free financial plan: Get a comprehensive financial plan that shows you break downs on every area of your financial life.
  • Free financial report card: Get a snapshot of your financial strengths and weaknesses and learn how to improve.
  • Personalized action items : Get personalized action items to show you the next steps you need to be making to improve your finances.
  • Financial planning modules: Planning modules help you better understand your plan and improve your financial literacy.

echofin features and specs

  • Subscriptions: Create pay-to-access chatrooms and content
  • Webinars & Meetings: Create webinars and meetings
  • Custom Branding: Use your own domain, logos, branding
  • Admin Dashboard: Dashboard with business analytics, complete user, content and subscriptions management
  • Private/Public chatrooms: Create unlimited public or private chatrooms
  • Market specific message formatting: Post signals and market alerts in a pre-structured format
  • Fine grained permissions and roles: Assign custom roles and permissions to team members

Savology videos

Free financial planning in just 5 minutes

More videos:

  • Review - Savology Review: Improve Your Finances with a FREE Plan
  • Review - Spencer Barclay, Founder and CEO at Savology, talks about their partnership with RevRoad.

echofin videos

Echofin Platform

Category Popularity

0-100% (relative to Savology and echofin)
Personal Finance
100 100%
0% 0
Communication
0 0%
100% 100
Fintech
61 61%
39% 39
Chat
0 0%
100% 100

User comments

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Social recommendations and mentions

Based on our record, Savology seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Savology mentions (1)

  • Need suggestion for building a Question and Suggestion page.
    Here is a reference site that similar to what I need to build: savology.com. Source: about 2 years ago

echofin mentions (0)

We have not tracked any mentions of echofin yet. Tracking of echofin recommendations started around Mar 2021.

What are some alternatives?

When comparing Savology and echofin, you can also consider the following products

Grove - Personalized financial planning for everyone

MirrorFly - World's Most Scalable Voice, Video & Chat SDK for Small, Medium & Enterprises

Penny - Penny is a personal finance app that takes the pain out of keeping track of your finances.

chatwee - Group chat app for online communities. Used wherever visitor interaction and engagement are key to the site's functioning.

Planswell - Building unbiased financial plans for free in under 3 mins

Qapital - Qapital is an easy to use Finance application that allows you to save money automatically and take control of your spending.