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What is Savology?

"Savology is a digital financial wellness platform enabling employers to provide employees with effective financial plannings and tools."

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.

Savology scored 90/100 in the Financial Services category. This is based on user satisfaction (95/100), press buzz (34/100), recent user trends (falling), and other relevant information on Savology gathered from around the web.

The score for this software has declined over the past month. What is this?

Savology Awards

Regional Restrictions: Only available in the United States

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Financial Services Market Radar

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Savology Product Overview

  • Personal financial planning

  • Financial report cards

  • Personalized recommendations

  • Live access to financial professionals

  • Custom employer activities

  • Social comparisons and financial benchmarks

  • Financial literacy tools and resources

Languages: English
Regional Restrictions: Only available in the United States

Savology Features

  • 2-Factor Authentication
  • 360 Degree Feedback
  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Employee Database
  • Employee Incentive Management
  • Employee Training
  • Expense Tracking
  • External Integrations
  • Feedback Management
  • Google Apps Integration
  • Multi-Currency
  • Multi-User
  • Notifications
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Vacation & Absence Calendar
  • Database
  • Custom Data Forms
  • Employee Engagement
  • BitCoin
  • PayPal
  • Stripe
  • Resource Management
  • Cloud Deployment
  • Migration to Cloud
  • Software Integration
  • Multi-Source Feedback
  • Health Management
  • Process Reporting
  • Workflow Management
Compare Pricing

Savology Pricing Plans


  • Free financial plans for all employees
  • Ongoing financial education
  • Communication materials provided
  • Employer Admin portal access
  • Employee aggregate statistics and data

Plus ($7 per month, per employee)

1 user(s) / month
  • Includes all Savology Free features
  • Basic platform customizations
  • Employee access to live chat
  • Add employer benefits and resources
  • Full report card unlock
  • Ongoing employee notification options


1 user(s) / month
  • Includes all Savology Plus features
  • 1-on-1 calls with financial professionals
  • Onboarding phone support
  • Customize activities for employers
  • Free estate planning document
  • Live personal finance webinars
  • Advanced unlocks for all employees
  • Add provider recommendations

Plans starting from: $0.00/month Credit card required: No

Savology FAQs

What platforms does Savology support?

Savology is an online, web-based application suitable for laptop, tablet, and mobile devices.

What is Savology generally used for?

Personal financial planning and financial wellness. Savology helps employees improve their financial well-being and reach their financial goals by providing holistic financial planning.

Who are the main user groups of Savology?

Savology works directly with employers, benefits brokers, financial advisors, and other employer benefit providers across the United States to provide effective financial planning for American households.

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