Gilbert W.
GW
Gilbert W.
consulting
Mid-Market (51-1000 emp.)
"a better financial plan for me"
4.5/5
What do you like best about Savology?

I have managed to have a more stable and orderly financial planning to make achievements of more adequate savings with the best plans and decisions they have achieved Review collected by and hosted on G2.com.

What do you dislike about Savology?

I do not dislike all its process has been correct Review collected by and hosted on G2.com.

Joseph D.
JD
Joseph D.
Executive Assistant
Small-Business (50 or fewer emp.)
"I can see clearly now and the rain is gone!"
5/5
What do you like best about Savology?

Your whole life you hear that you need to make a budget and if you don't you will regret it. However, if you ever have sat down to make one you know one of the biggest struggles is knowing how much you should be budgeting in each category. Is it crazy to be budgeting $300 a month for a single person for groceries? Who knows!? I love that Savology is the first budgeting service I have ever used that made a customized plan suggesting how much I should be budgeting in all categories based on my specific financial situation. Review collected by and hosted on G2.com.

What do you dislike about Savology?

The next addition I would LOVE to see in Savology is a way to track my expenditures. It is a wonderful service as is, and the ability to add my cards and bank accounts so that it will tell me how to spend and keep track of that spending would make it the ultimate all in one package. Review collected by and hosted on G2.com.

A.J. R.
AR
A.J. R.
CMO
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"The next big thing in financial planning - I love it!"
5/5
What do you like best about Savology?

The fact that I can get a financial plan in 5 minutes or less is incredible. They send out reminders to work on bit size tasks so I can get my financial affairs in order. With financial literacy at an all time low in the U.S. this is a must for everyone. Review collected by and hosted on G2.com.

What do you dislike about Savology?

I'm excited for the app that will soon be released Review collected by and hosted on G2.com.

Sydni R. D.
SD
Sydni R. D.
New Business Development Specialist, Analyst
Small-Business (50 or fewer emp.)
"Personal finances made easy!"
5/5
What do you like best about Savology?

I love that Savology can diagnose my financial needs in 5 minutes. They provide a path to success with baby steps to help me hit important milestones that weren't even on my radar previously. I also love that it grades my current statuses to help me conceptualize how far I have come in my personal financial management. Review collected by and hosted on G2.com.

What do you dislike about Savology?

So far, so good! At first, it felt like another financial app, but the more I use it, the more value I see! You get out of it what you put into it! Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Fast, Easy, Secure, Useful"
5/5
What do you like best about Savology?

They don't even take personal information! That is how I know its secure. They can't sell my personal data, because they don't have it! They don't even know my last name, let alone my account numbers, address, identify ing info etc. The survey only takes about 10 minutes but gives me a comprehensive view of my financial position. Their occasional emails (quarterlyish) remind me to update my info so I can track my improvements. Their content helps me understand why their recommendations are important for me to improve my finances.

So much more valuable than a paid financial advisor without the headache! Review collected by and hosted on G2.com.

What do you dislike about Savology?

I don't dislike much. They have a one size fits most solution, so if you are stupid rich and have super complex holdings, it may not work for you. But I have a regular job, and make regular money, and need help tracking how I'm using it and where my money is ending up, and how to protect myself. It's perfect for that. Review collected by and hosted on G2.com.

Christy H.
CH
Christy H.
Sales & Growth Director | Boxstorm
Small-Business (50 or fewer emp.)
"A definite YES."
5/5
What do you like best about Savology?

Where do I start?! Savology has given me the tools and transparency I needed in order to be more fiscally responsible in my own life. not only have I been able to save money, but I've learned so much about different aspects in the financial world that I was unfamiliar with which in essence changed so much about my thoughts & behaviors regarding money. Review collected by and hosted on G2.com.

What do you dislike about Savology?

Nothing yet! If that changes, I will come back to this review and make a change. Review collected by and hosted on G2.com.

Jason C.
JC
Jason C.
Chief Operating Officer
Small-Business (50 or fewer emp.)
"Savology is the tool to get your financial life in order."
4.5/5
What do you like best about Savology?

I like the score that Savology creates so it's easy to get a snapshot of where you are currently at. Then they give you a roadmap of bite size things you can do to improve that score. Review collected by and hosted on G2.com.

What do you dislike about Savology?

Not a lot of downsides to Savology. They do have affiliate marketing so they will suggest services to use, I'm more of a - If I want it, I'll go find it person. Review collected by and hosted on G2.com.

Dru H.
DH
Dru H.
EVP Sales & Marketing
Small-Business (50 or fewer emp.)
"A simple yet powerful tool!"
5/5
What do you like best about Savology?

Ease of use, insightful information, helps me get on target with my financial goals. Review collected by and hosted on G2.com.

What do you dislike about Savology?

I haven't found anything I dislike about Savology. Review collected by and hosted on G2.com.

Tyler S.
TS
Tyler S.
Software Engineer
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Fills a huge need"
5/5
What do you like best about Savology?

I love savology. Makes finances make sense and actionable. Review collected by and hosted on G2.com.

What do you dislike about Savology?

I wish they had a few more years under their belt. Review collected by and hosted on G2.com.

Tay K.
TK
Tay K.
President
Small-Business (50 or fewer emp.)
"Less Bias"
4.5/5
What do you like best about Savology?

There isn't a bias pitch. I got a "B" rating :) Review collected by and hosted on G2.com.

What do you dislike about Savology?

I can't really think of anything. It is easy and I can use it on my computer, rather than just an App. Review collected by and hosted on G2.com.