The report card platform for your practice.
Put a financial report card in front of every prospect and client — middle market, mass affluent, or high-net-worth. Three minutes to grades across their whole financial life, and a personalized plan to raise them. Every conversation starts consultative. And when you want more of those conversations, our Advisor Matching Program delivers them.
Advisor insights: middle market, mass affluent, and high-net-worth →
D→B The first conversation Two ways to work with Savology
Separate offerings, one report card. Use either — most practices grow into both.
The advisor platform
Your co-branded report card and planning platform, run across your own practice: prospecting, first meetings, annual re-grades, client education, and a back office that shows you engagement — everything below on this page.
See the platform →The Advisor Matching Program
We supply the clients: exclusive introductions to households whose report cards show a real need and a good fit for your practice — qualification built in, at a transparent fixed price.
Explore Advisor Matching →Retirement plan advisors: stop competing on funds and fees.
Retirement plans are a commoditized business — every finalist meeting is the same lineup, the same benchmarking, the same basis points. Savology is the part of your proposal no one else has thought to bring: every participant gets their whole financial life graded, not just a deferral rate.
Win & retain plans The differentiator in the finalist meeting
When the funds and fees all look alike, the advisor who walks in with a financial report card for every participant is proposing something the committee hasn't seen before — and at renewal, participant engagement is a retention story no benchmarking report can tell.
The benefits portal One place for a participant's whole financial world
With a custom organization, your plan becomes a benefits portal: the report card and plan at the center, with the sponsor's other benefits, your resources, and financial education gathered around it — every aspect of a participant's financial life in one place, under the plan's own brand.
Participants → clients The bridge from the plan to your practice
Participants whose report cards show needs beyond the plan — the executive with a failing estate grade, the household with real assets outside the 401(k) — have a natural next conversation with the advisor they already know: you. Wealth management growth from inside the plans you already serve, with nobody's data ever leaving the participant's own hands.
It works at every asset level — including your largest relationships.
The report card is obvious for middle market and mass affluent households. It's underrated for the ones you'd never call either.
Serve them profitably at last
Households with real complexity but below traditional minimums become servable once discovery costs minutes instead of meetings. Scope to the grades and your delivery cost stays proportional to the fee.
Catch them on the way up
Assets accumulating, often still inside workplace plans, and rarely anyone's priority. A graded picture makes their gaps concrete — and makes you the advisor who was there before the money moved.
Skip the fishing expedition
Even here, the first meetings are usually two or three rounds of discovery dressed up as conversation. A report card puts the whole picture on the table in minute one, so your first meeting is the one where you demonstrate expertise — not the one where you ask what they own.
Sophisticated clients notice the difference immediately: you came prepared with a view, instead of interviewing them about their own money.
The platform: every stage of your practice
The report card isn't one tool for one moment — advisors run it across the whole client lifecycle.
Grow with your own link
Your own co-branded link and unique sign-up URL — your logo beside ours — to drop into marketing, events, and referral follow-ups. Everyone who completes it arrives already graded, and lands in your book automatically.
Onboard without the fact-finder
Send the three-minute survey before the first meeting, or the ten-minute one for a full plan. You open with grades on the table and an agenda that writes itself — consultative from minute one, no fact-finder.
Re-grade to show progress
Annual re-grades give reviews a natural cadence and make your value visible: grades that went up because of the work you did together, with net worth and progress tracked in between.
Serve plans, not just people
Work with retirement plans or employer groups? Offer the report card as a financial wellness benefit and reach every participant, not just the ones who raise their hand.
Let the plan do the teaching
19 planning modules and 18 literacy courses across 60 lessons, curated to each client's weakest grades, plus built-in budgeting, credit, and insurance tools. Clients arrive informed — your time goes to advice, not explanation.
See your practice at a glance
One dashboard for user administration, group tagging for campaign tracking, bulk invites, and live metrics — average client grade, engagement, literacy progress, and risk signals. A working back office, not just a survey link.
Your prospects see your name over the door.
Send your co-branded link with the meeting confirmation. Three minutes later, your prospect is holding their report card — and your first conversation starts at the diagnosis.
They tap through your survey
Your firm's masthead over Savology's engine — about three minutes, tap-only answers, no documents to gather.
Their grades appear under your brand
A full report card, A to F across their financial life — the shared picture your first meeting starts from.
You both see the agenda
The weakest grades are the work order. No fact-finder, no fishing — advice from minute one.
Getting to know — or getting to no
Why the survey is good friction, in our CEO's words:
"Every advisor thinks they have 200 prospects. The reality is you have 190 leads and 10 prospects — you just don't know which is which. So ask them to take the survey. If they won't, you just got to no: they're a lead, not a prospect, and you saved yourself the chase. If they do, you got to know: you're no longer fishing for pain points — you're both looking at their report card, and the conversation starts at 'you failed estate planning, so let's start there.' Either answer is a win. What kills practices is not knowing."
What you actually get
The platform behind the report card — the parts advisors live in day to day.
Your brand, on our engine
Co-branded surveys, report cards, and member experience — your logo beside Savology's, your content in the resource library if you have it.
A book you can see
Every client and prospect in one list, grouped however you track them, with average grade, engagement, and literacy progress across the whole book.
Planning depth on demand
Retirement outlook, savings and income, assets and liabilities, risk management — the full plan is there when a client needs the long conversation, not just the grades.
Nurture that runs itself
Report-card-triggered email keeps clients moving between your meetings — the estate planning failure gets estate planning follow-up until it's handled.
Scale without adding hours
It's fully automated: a thousand people in the system are all treated well, so you can say yes to households you'd otherwise have to turn away.
Platform pricing
Simple to start, built to scale with your practice.
$199/month per advisor
The full platform — co-branded report cards, plans, client education, and your practice dashboard — priced per advisor, starting at $199 per month.
Multi-seat and multi-organization options
Discounts for multiple seats, and custom configurations for practices running multiple organizations — separate brands, plans, or communities under one relationship.
Custom and enterprise pricing
Enterprise pricing is available for larger firms and retirement plan practices. Advisor Matching is priced separately — per introduction, flat and fixed.
Add a Savologist™ to your practice
A Savologist is a Savology-trained financial coach — current and prospective CFP® candidates — who works your clients through the parts you shouldn't have to. An optional add-on to the platform.
They do the onboarding
Your Savologist walks clients through the survey to completion, encourages them past the usual drop-off points, and makes sure the data behind the plan is actually good.
They keep the plan moving
Report card reviews, prioritized action items between your meetings, and accountability calls that bring clients back into the platform — instead of a plan that stalls after week two.
They hand you a ready client
They do the coaching layer, not advanced planning. Clients arrive at your meetings engaged and informed, and graduate to your full planning services when they're ready.
Platform depth: 19 planning modules, 18 literacy courses, 60 lessons. More than 100,000 households have planned with Savology. Source: Savology platform data, August 2026.
Savologist coverage is sold per practice — ask about availability on an intro call.
Common questions
If I bring my clients onto Savology, can another advisor be introduced to them?
No. Your clients, your prospects, and anyone you invite onto the platform belong to your firm — never introduced to another advisor, never listed, never sold. Every household in the Advisor Matching Program came from Savology’s own marketing instead, and working with us never requires you to upload a client list or connect a CRM. See our data separation page for how that is enforced and audited.
What is Savology for advisors?
A financial report card platform for your practice. Your clients and prospects complete a short survey and get graded across their whole financial life — retirement, savings, insurance, debt, estate — plus a personalized plan. You get consultative conversations that start from a shared, honest picture instead of a blank fact-finder.
How much does the Savology advisor platform cost?
Platform pricing starts at $199 per month per advisor, with discounts for multiple seats, custom and multi-organization configurations, and enterprise pricing for larger firms. The Advisor Matching Program is priced separately — per introduction, flat and fixed, with no revenue share or trailing fees.
How do retirement plan advisors use Savology?
As a differentiator in a commoditized market: every plan participant gets a full financial report card and personalized plan, a custom organization can serve as the plan’s benefits portal bringing every aspect of a participant’s financial world together under the plan’s brand, and participants whose needs go beyond the plan have a natural next conversation with the advisor they already know. It helps win finalist meetings, retain plans at renewal, and grow wealth management from inside the plans an advisor already serves.
How do advisors use the platform day to day?
The most common uses: sending the survey to prospects before a first meeting, sharing a co-branded report card link in marketing and events, re-grading clients annually to show progress, and offering the platform through retirement-plan and workplace relationships.
Is this only for middle market and mass affluent clients?
No. It is the fastest way to serve middle market and mass affluent households profitably, but it is just as useful with high-net-worth prospects — instead of two or three discovery meetings spent assembling a picture, you open the first meeting with their whole financial life already graded and spend the time demonstrating expertise.
What makes the first meeting different?
The report card. Instead of opening in discovery-and-sales mode, you open with their grades on the table — the relationship is consultative from the first minute, because there's already a shared, actionable picture of where they stand.
The State of Household Finances
We graded 58,406 households. The households least likely to hold any estate documents earn $100,000 to $150,000 — the mass-affluent segment — and 88% of households with children have never named a guardian.
Want more consultative first meetings?
The Advisor Matching Program supplies them — exclusive, report-card-qualified, fixed price.