Koppr

Koppr

Koppr Fintech Solutions
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About

Learn. Plan. Act. Track. Become financially well. Discover the power of building your financial health. Koppr enables you to lead a financially healthy life. We believe that everyone should have access to tools to take control of their finances and the freedom that comes along with it. Financial freedom is just not for the riches, it’s for everyone. Our mission is to provide you the right tools and financial products & take care of your financial well-being. Learn Workshops, byte-sized online courses to make learning fun. Investment insights to improve financial decision making. Plan. Goals-based planning for all life goals, like home purchase, education, retirement or debt reduction. Act. Invest in the right instruments to achieve your long-term financial goals. Take micro steps towards a secure financial future. Track. Goal tracking, spending analysis and budgeting tools for tracking each and every monthly expense.

About

Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses that want tools that take care of their employees' financial well-being

Audience

Enterprises looking for a solution to manage their assets and all their investment operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Koppr Fintech Solutions
India
www.koppr.in

Company Information

Savvy
United States
www.savvywealth.com

Alternatives

Alternatives

Summit

Summit

Summit Wealth Systems
NaviPlan

NaviPlan

Advicent

Categories

Categories

Integrations

Samplead

Integrations

Samplead
Claim Koppr and update features and information
Claim Koppr and update features and information
Claim Savvy and update features and information
Claim Savvy and update features and information