Savvy Wealth Launches Custodial Platform for RIAs - Yahoo Finance
AI SummaryAI-generated — verify against the source.Savvy Wealth has launched its own custodial platform, integrating custody services directly into its existing RIA technology stack. This move aims to streamline advisor workflows by reducing the friction typically associated with third-party custodial integrations, potentially setting a new standard for vertically integrated wealth management platforms.
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