Help CenterFAQs - Account Management
How do I add or update the logos used for co-branding?
You can add or update the company logos used for co-branding the Savology experience in the admin portal by navigating to Manage Account > Profile and selecting to update either the Primary logo or Secondary logo table.
Please be sure that the logo file used is in a PNG format, and that the file size is less than 100 KB, has a horizontal aspect ratio, and has a transparent background. After updating the logos, be sure to review the portal for placement and size.
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Do I have an account manager?
For any questions or inquiries about your Savology account, you can contact our team by sending an email to advisors@savology.com. You can also access our team's contact information by selecting the Contact us button located in the lower-left hand corner of the Admin Portal.
What is the default display title for admins and how do I update it?
A display title is the title used when referencing a firm admin to their clients in the portal. This is primarily visible to users when looking at either the firm bio or specific admin contact information.
You can choose which default display title you would like used for all firm admins. The default display title is automatically set to Advisor, but can be changed in Manage Account > Settings to Planner, Agent, Coach, or others depending on your firm type or preferences.
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How do I add ADV and other disclosure language to the user experience?
You can add disclosure text and/or a link to your ADV in the the Disclosures table located on the Manage Account > Profile page.
The ADV link and disclosure text are visible to your clients when clicking on the Disclosures link at the bottom of every webpage in the application’s footer, when viewing the firm’s bio, and on printed financial plans.
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How do I update our firm’s contact card and bio?
A firm bio is comprised of the information on the Manage Account > Profile page including the company name and contact information. The firm bio is shown to users when they click on the firm logo or on contact modals when a user is not assigned to a specific admin through a group or within an organization.
You can edit information included within the firm bio on the Manage Account > Profile page or preview the firm bio on the Manage Account > Bios page.
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How do I add or update my own bio and contact information?
A bio can include your name, picture, contact information, scheduling link, document sharing link, and brief background. Your bio is shown in contact modals to users who are assigned to you through your groups.
You can add or edit your contact info, bio, and headshot in the applicable tables in Settings > Profile page. After completing your bio, you can preview the contact card that your assigned users will see by selecting the Preview contact card button at the top of the page.
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Can I add or update the advisor bios for other firm admins?
Firm admins with sufficient access rights may update the bios for other firm admins. You can add or edit bios for other admins from the Manage Account > Bios page, or from the User Admin > Admins page by selecting edit bio or edit profile image in the three-dot menu next to the firm admin.
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Can I view and change firm-wide default planning assumptions?
Savology uses several default assumptions for plan and retirement projections such rates of return, inflation, life expectancy, and others. You can view and adjust firm-wide defaults through the admin portal.
Admins with sufficient permissions can change and set the firm-wide default assumptions that apply to any new user who signs up. Review and update these values in the Assumptions table located in Manage Account > Settings. Edit the table, change your stting to Custom, and set the desired values for any of the assumptions.
Individual User Assumptions: You can override either the Savology or firm-wide default assumptions for any individual client's plan. In User Admin > Users and click on the user's name to view their account and plan details. On the Profile tab, open the Assumptions accordian to review and make edits to the user's plan assumptions.
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Can I remove Savology Action Items?
Advisors can completely remove any of Savology's action item from their firm’s account so that specific action items are never assigned or displayed to any of their clients. To do so, you will need to contact your account manager or our advisor support team (advisors@savology.com) to get details on how to remove action items.
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Does Savology have a SOC 2 or other security controls in place?
Savology uses AWS for web hosting and relies on their SOC 2 and corresponding audit reports. Details can be viewed by visiting https://aws.amazon.com/compliance/soc-faqs/