Help CenterWelcome to Savology!
Savology's client-led platform will empower you to scale your services to more middle-market clients and prospects, employers, and retirement plans without compromising on quality.
This guide will help you get started with your new account so you can begin taking advantage of our foundational planning technology today.
Pro tip: Bookmark this page until you're officially ready to use Savology!
Step 1: Create your admin account
To get started with Savology, a colleague should send you an email invitation from support@savology.com with a link and instructions to create your new admin account. Follow the link and create your account using your email address as the username and setting a new password.
If you haven’t yet received your email invitation, ask a company admin to go to User Admin > Admins > + New admin to send you an invite. You may also want to check your email’s spam folder and add our domain (savology.com) as a trusted sender.
Other support resources:
Step 2: Add your bio & contact info
You have the flexibility to personalize some of the Savology experience to your individual specifications. To customize your client’s user experience, you will first add your bio, which controls the contact information and headshot your clients will see within their portal.
Go to Settings > Profile. and add your contact info, bio, and headshot to the Personal Profile, Bio, and Photo tables.
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Step 3: Create user groups
By default, active users only see the firm's contact information within their portal. For your clients to see your bio and contact info, you need to make sure they are part of a Group where you are listed as the Display Contact.
Go to User Admin > Groups, click the New group button, and complete the steps in the modal to create the new group. On the Advanced Settings page of the modal, make sure you are selected as an Assigned Admin and the Display Contact.
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Step 4: Invite and add new clients
Each new client you add to the platform will create their own account using an address and password, and is required to complete the financial profile survey to receive their financial plan.
Pro Tip: To get familiar with the client portal, first create a demo financial plan for yourself.
You have two primary ways to invite new people to sign up. You can provide a group's unique sign-up link, or you may send an email invite to the client from the admin portal. Either way will direct the new user to the firm’s landing page and guide them through the account creation and sign-up process.
Group Sign-up links
Each group you create generates a unique sign-up link. To assign your clients to one of you groups, you can view and copy a group link in two places in the admin portal:
- Go to User Admin > Groups, click the 3-dot menu next to the applicable group, and select Copy group link, OR go to User Admin > Invite Users, and in the Group Invite Link table select the group name in the Group drop-down menu to view and copy the URL.
Email Invites
Go to User Admin > Invite Users, and either paste in email addresses or upload a CSV file in the User Invite table.
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Step 5: Update your activity notifications
You can review and manage notifications for new and existing client activities such as new sign-ups. Go to Activity > Email Summary to view and manage the email notifications you receive for recent activities.
The Activity > User Activity page shows recent client activities such as new accounts, completed surveys, completed modules, and more.