Help CenterWelcome to Savology!
The client-led platform empowers advisors, planners, and other financial professionals to scale services to more middle-market clients, 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!
Important Note: Only firm Administrators with Account Management Access Rights can access and complete the following steps. For those with limited access rights, visit our other Getting Started Guide to learn more about your specific roadmap for success!.
Step 1: Create your admin account
If you've just signed up with or have been invited by a colleague to join Savology, you should receive 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: Update firm bio & contact information
If you're a firm admin with Account Management access rights, you can update the firm logos, ADV link, disclosure text, and contact information displayed to clients.
To update the firm details, go to Manage Account > Profile, and edit the Company Information table to add or update the firm name, address, email, phone number, and other contact information.
You can review the firm contact card displayed to clients on the Manage Account > Bios page. Complete steps 3-4 to add a logo and disclosures to the firm bio information.
Other support resources:
Step 3: Add firm logos
To add or edit the firm’s logos used to brand the landing page and portal, go to Manage Account > Profile, and add a Primary and Secondary logo in the respective tables. The primary logo is used on light backgrounds and the secondary logo is used dark backgrounds.
Tip: For best results, we recommend logo files be in a PNG or JPEG format, have a transparent background, be less than 100 KB, and have a horizontal aspect ratio of less than 4:1.
When finished, you can preview the primary logo at the top of the page and the secondary logo by visiting your firm’s landing page.
Other support resources:
Step 4: Add a firm ADV link & disclosures
Next, you can add the firm’s ADV link and/or other disclosure text that are displayed to clients. Go to Manage Account > Profile, and edit the Disclosures table to add the necessary details.
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.
Other support resources:
Step 5: Invite other advisor admins
If needed, you can invite other advisors/planners to join as admins, which allows your colleagues to gain access and use the Savology platform.
Go to User Admin > Admins, select the New admin button, and complete the steps in the modal to send out an invite for the new admin to join. When creating the invite, it's important you select the appropriate role and permissions for the new admin.
The individual will receive an email from support@savology.com notifying them that they now have administrative access to the platform.
Other support resources:
Step 6: Add advisor bios & contact info
Each advisor admin can update their own bio, but admins with Account Management access rights can also update the bios for each active admin.
Go to Manage Account > Profile, and in the Agent bios section you will see a contact card displayed for each active advisor admin. Add your own or any adin's bio, contact information, and headshot by editing the respective contact card.
By default, active clients will see only the firm's contact information from their portal. However, you can manage which clients see any specific advisor's contact information through groups.
Other support resources:
- Add individual advisor bios
- Adding your own advisor bio
- Displaying your bio to clients
- Managing user groups
Step 7: Review & update account settings
You can manage several firm-level settings for your account such as hiding modules and literacy courses, adjusting firm-wide planning defaults, hiding all contact info, and more.
Go to Manage Account > Settings to review and edit any of these settings to your firm's specifications and needs.
Other support resources:
Step 8: Add custom providers & resources
You can add details, links, and logos for partners, services, and content to relevant areas of your client's financial plan, report card, and action items. Some examples include may include third-party partners, technology vendors, articles, videos, educational content, and more.
Go to Manage Account > Resources and select either the New provider or New resource button and complete the steps to provide the necessary details, logo, links, and appropriate categories to add a new custom provider or resource.
Pro Tip: Test out your first custom provider by adding your firm as a custom provider and assigning it to action item categories where you want additional visibility to clients.
Other support resources:
Step 9: Invite & 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 for your firm's account. You can provide one of your firm's unique sign-up links, 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.
Sign-up links
- General firm link: Copy the Unique Sign Up Link in the Account Management section of your Home page, OR go to Manage Account > Profile, and copy the link in the Sign Up Link table.
- Group link: 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.
Other support resources:
What's next?
Great work! Now that your account is ready and added a few clients to the platform, you're ready to reap the many benefits of Savology. You're success if our top priority, so we're always here to help. If you have any questions about the platform, its features, or need further help implementing a strategy, be sure to contact our Advisor Support Team (advisors@savology.com) or your Account Manager. We're here for you!