Getting Started12 articlesSavology Getting Started GuideCreate your admin accountCustomize the firm accountShow all
User & Plan Management18 articlesCreate a sample user planViewing a client’s plan & detailsEmulating a client’s accountShow all
Account Management4 articlesUpdating firm default plan assumptionsAdding ADV & DisclosuresManaging payment info & billingShow all
General8 articlesProspecting with Savology Starter PlanDetails on default planning assumptionsAdmin Roles, Permissions, & Access RightsShow all
Help Center