SavvyFi For Consultants

Offer SavvyFi as a benefit to your clients.
For Consultants

A Differentiated Benefit

Looking for a way to stand out to your clients? Companies are looking for a benefit that will help retain and attract top talent. SavvyFi can help by equipping you with a benefit that many individuals are in search of. Employer-sponsored college savings plans are increasing in popularity. We provide you with all of the tools and materials you need to succeed and create a new revenue source.

How We Help

Student debt is a $1.6 trillion problem. Parents don’t want to pass this burden on to their children; however, they often feel they lack the time, money and know-how to get started. Seventy three percent of parents say that saving for college is their #1 priority

Employers are in a unique position to help. SavvyFi is a financial wellness benefit for the workforce. With SavvyFi’s intuitive technology, employees can easily enroll in a 529 savings plan and significantly boost their college savings.

Why Choose SavvyFi

market opportunity

Market Opportunity

Less than 8% of companies offer college savings as a benefit.
employee minimum

No Employee Minimum

SavvyFi can be rolled out as a benefit to any company of any size.
consultant dashboard

At-A-Glance Portal

Easily manage all your clients from a single dashboard.
No Heavy Lifting

No Heavy Lifting

We handle everything from marketing to administration.

Savvy Features

Mobile Friendly Platform

Easy to use application makes sign up easy for anyone on any device.

Planning Dashboard

Intuitive dashboard relieves anxiety about future planning.

Friends & Family Gifting

Loved ones have the opportunity to invest in education expenses.

Cashback Rewards

Shopping builds up savings at no cost to employers or employees.

Companies We’ve Worked With

Battle Ground Academy
St. Ann
Kirk Day School

Featured In

Nashville Post
Must Have Mom
Finance For Geek

How It Works

1. Easy Rollout

SavvyFi provides electronic and hard copy marketing materials for open enrollment.

2. Electronic Signup

Employees self-enroll through a signup link or the employer’s benefits administration platform.

3. Trusted Tech

SavvyFi’s tech auto-opens a 529 account with Vanguard® investment funds.

4. Advanced Features

Tracking, transfers, contribution changes and many other functions are included on the platform.

Frequently Asked Questions

Who is SavvyFi?

SavvyFi is an investment adviser registered with the Securities and Exchange Commission. Our innovative technology makes it hassle-free and inexpensive for employers to offer a college savings plan to their workforce.

What is a 529 Plan?

A 529 plan is a college savings plan that offers tax benefits when used to save and invest for K-12 tuition and college costs. For more information on 529 plans, see our page What is a 529?

How do I enroll my employer clients?

SavvyFi provides a portal for benefit consultants to easily enroll their employer clients. Once added to the portal, employers will receive a standard contract. The employer will sign and return. Then, their employees can self-enroll via a simple link. SavvyFi will keep consultants updated on how enrollment is progressing.

How much administration is involved for employers?

Very little! SavvyFi provides all enrollment materials for distribution and there’s no payroll integration required. Individual enrollment is hands-off because employees will self-enroll through a simple link, and our advanced platform handles all money transmission, reporting, support requests and account changes.

How Is An Account Funded?
Employees make monthly or one-time contributions from their bank accounts which are directly linked to SavvyFi’s platform.
Who Can Open a 529 Account?

Anyone! You can open an account for your child, grandchild, niece, nephew, and even the neighbor’s kid – as long as you have their social security number. If you’re looking for a head start on your savings, you can even open an account for yourself and transfer it to your child at a later date.

Request Demo

Interested in partnering up? Send us a message and we’ll set up a time to show you under the hood.