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SmartOffice VS Savology

Compare SmartOffice VS Savology and see what are their differences

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Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

SmartOffice logo SmartOffice

Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

Savology logo Savology

Accessible digital financial planning. Plan smart. Save smart.
  • SmartOffice Landing page
    Landing page //
    2023-05-01
  • 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.

SmartOffice features and specs

No features have been listed yet.

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.

SmartOffice videos

+ Add

Review App - SmartOffice

Savology videos

+ Add

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.

Category Popularity

0-100% (relative to SmartOffice and Savology)

SmartOffice

Savology

CRM
100 100%
CRM
0% 0
Personal Finance
0 0%
Personal Finance
100% 100
Insurance Administration And Management
100 100%
Insurance Administration And Management
0% 0
Fintech
0 0%
Fintech
100% 100

User comments

Share your experience with using SmartOffice and Savology. For example, how are they different and which one is better?
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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.

SmartOffice mentions (0)

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

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

What are some alternatives?

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

Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

Grove - Personalized financial planning for everyone

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

Cashbee - Savings made simple.

AMS360 - AMS360. The management solution for your core business functions. Learn More View Brochure. BenefitPoint. The benefits solution that manages the unique challenges of your business.

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

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