About Savology

Savology is a digital financial wellness platform helping households improve their financial outcomes through accessible financial planning combined with effective financial wellness tools. Savology enables employers to affordably provide their employees with a comprehensive financial plan, financial report card, personalized recommendations, access to live financial professionals, financial literacy resources and tools, and much more.

Savology helps employers recruit and retain top talent, increase workplace motivation and productivity, reduce employees' financial-related stress, increase their financial education, and more.

By providing effective financial planning and wellness, Savology helps employees improve workplace productivity, stay motivated, and decrease stress.

Pricing starting from:

US$0,00/month

  • Free Trial
  • Free
  • Subscription

Key benefits of Savology

> Provide employees a personal financial plan and report card that gives insight and direction into their financial future.
> Employees are prescribed next steps and personalized recommendations to make significant financial improvements.
> Receive individualized support through live chat or 1-on-1 calls with real financial professionals ready to make a difference.
> Provide custom employer-related activities that integrate additional employee benefits into the overall planning process.
> Employees can compare their financial standing to their peers and gain access to nationwide benchmarks.
> Help employees improve their financial literacy with effective tools such as quizzes, calculators, and surveys.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

US$0,00/month

  • Free Trial
  • Free
  • Subscription

Images

Savology account management
Savology wellness metrics
Savology Admin dashboard
Savology activity metrics
Savology financial profile
View 6 more
Savology video
Savology screenshot: Savology account management Savology screenshot: Savology wellness metrics Savology screenshot: Savology Admin dashboard Savology screenshot: Savology activity metrics Savology screenshot: Savology financial profile

Features

Total features of Savology: 32

  • API
  • Access Control
  • Action Planning
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts / Escalation
  • Analytics
  • Automatic Notifications
  • Benchmarking
  • Business Analysis
  • Career Development Planning
  • Chat
  • Collaboration Tools
  • Communication Management
  • Custom Landing Pages
  • Customizable Reporting
  • Employee Portal
  • Financial Analysis
  • Financial Management
  • Individual Development Plans
  • Member Account Access
  • Planning Tools
  • Prescribing
  • Receiving
  • Reporting & Statistics
  • Search Functionality
  • Self Service Portal
  • Status Reporting
  • Strategic Planning
  • Succession Planning
  • User Defined Attributes
  • User Management

Alternatives

FreshBooks

4,5
#1 Alternative to Savology
FreshBooks is accounting software that makes running your small business easy, fast and secure. Spend less time on...

FinancialForce Accounting

3,9
#2 Alternative to Savology
FinancialForce Accounting is a scalable cloud accounting application for growing sales & service-centric companies....

Biller Genie

4,9
#3 Alternative to Savology
Automate invoicing, accelerate payments, improve cash flow, and eliminate busy work with Biller Genie. Seamlessly...

HarmonyPSA

4,5
#4 Alternative to Savology
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed...

Reviews

Overall rating

5 /5
(2)
Value for Money
5/5
Features
5/5
Ease of Use
5/5
Customer Support
5/5

Already have Savology?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 2
Bruce H.
Overall rating
  • Industry: Venture Capital & Private Equity
  • Company size: 11-50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A Complete View of Financial Plan

Reviewed on 2020/11/10

Pros

It's the first financial software that I've used that has focused on the entire journey and was based on my goals. Giving specific action items is super helpful. I also like that I received emails to help remind me to revisit certain aspects of my financial plan.

From an employer standpoint, I like giving that capability to employees and it is much better than having a financial advisor visit once a year and doing 1:1 meetings. Using Savology they can have this accessible any time and actually helps them work toward goals.

Cons

It would be nice if the system integrated with bank, investment, and insurance sites. To auto-update user's profiles.

A.j. R.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11-50 Employees
  • Used Weekly for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great tool for Employers

Reviewed on 2020/11/18

I have been extremely impressed by the innovation contained within the software and speed at which...

I have been extremely impressed by the innovation contained within the software and speed at which they make changes. When we have a suggestion it is implemented right away. Great job Savology! I have no doubt the leadership at Savology pays specific attention to the overall customer experience.

Pros

The Savology software is easy to use and provides valuable information to employees to help them get their finances on track. The automatic follow up they receive is incredible.

Cons

We didn't have any problems with the roll out or implementation of the software.

Savology FAQs

Below are some frequently asked questions for Savology.

Savology offers the following pricing plans:

  • Starting from: US$0,00/month
  • Pricing model: Free, Subscription
  • Free Trial: Available

Savology offers a free plan for employees, after which pricing is as follows: Plus - $7 per month per employee Pro - $15 per month per active user

We do not have any information about Savology features

Savology has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Savology supports the following languages:

English

We do not have any information about what devices Savology supports

We do not have any information about what integrations Savology has

Savology offers the following support options:

Phone Support, Online Support, FAQs, Video Tutorials

Related categories

See all software categories found for Savology.