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WealthManagement.com·

Savvy Wealth Launches Custodial Platform for RIAs

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Savvy Wealth has launched a new custodial platform for RIAs that leverages AI-native technology to enable 90-second client onboarding. By integrating clearing and custody services through NFS, the platform aims to streamline operational workflows for financial advisors.

Read full article at WealthManagement.com

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