Sign-up for Savart’s one or three-year plan
Create your personal/financial profile on Savart
Set financial goals for self and family
Request investment advice from Savart regularly, or when needed. Each piece of advice is customized to your profile.
Execute investment advice through your favorite broker (linked with Savart)
Monitor your portfolio on an easy-to-use dashboard. Review and act on automatic advice from Savart to re-balance your portfolio