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Savology Review

3

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Very good

Revainrating 4.5 out of 5  
Rating 
4.4
HR, Financial Wellness

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Description of Savology

Savology is a digital financial wellness platform helping households improve their financial outcomes through accessible financial planning combined with effective financial wellness tools. By partnering with Savology, employers are able to affordably provide employees with a comprehensive financial plan, financial wellness scores and report card, personalized recommendations that provide actionable next steps, access to financial professionals through live chat and 1-on-1 calls, financial education resources and tools, and much more.

Reviews

Global ratings 3
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Type of review

Revainrating 5 out of 5

Saviology really helped manage and follow through with personal savings

The most helpful part of this program for me was being given advice from an actual person who I could talk oneoone about my situation! It's great because it gives you someone there when things get stressful or confusing in your life. This also helps keep track of all appointments/appointments set up so far etc., which can be very time consuming if done manually (which we did). There were times where our appointment would not show as booked even though they said everything looked fine - but…

Pros
  • That their staff is super friendly, always available with quick response questions & concerns that arise while navigating through various parts within site.
  • Ability To Set Goals For Money Management
  • Appointment Tracking System Is Helpful TooFor Me Personally:
  • Wish more options are offered regarding tracking spending per category insteadof general total amount spent each month like other programs offer

Revainrating 4 out of 5

Great resource if financial planning is new territory

The most helpful thing about this program was being able to connect with an advisor who could help me understand my options for retirement savings as well as other benefits I may be entitled too! It also helped me track all of my spending so it made keeping up with bills easier than ever before. There wasn't anything in particular I disliked but there were some things that needed improvement such as having less information available at times when you need it or not enough flexibility in…

Pros
  • I like how easy it is to use and the ease of keeping track of all of my finances
Cons
  • I dislike the lack of flexibility sometimes as far as scheduling appointments and the lack of information available at times when you need it

Revainrating 4 out of 5

A great investment screening tool for individuals

Savology has a very user friendly interface. It is easy to navigate and understand. I like how the platform is very thorough and covers a lot of topics. The platform is very intuitive. I have not found anything that I dislike about the platform. I have not had any problems with the platform. I have recommended Savology to my friends and family. I have also referred a few clients to the platform. I have not received any complaints about the platform. I have found that the platform has been very

Pros
  • I like the platform is very thorough and covers a lot of topics
Cons
  • I have not received any complaints about the platform