Introducing Savvly AI

The Longevity Benefit
built for the age of AI agents.

Savvly is the first Longevity Benefit with a native AI integration layer — letting financial advisors, planning tools, and AI agents query fund data, model projections, and compare products directly, without any manual lookup.

Talk to the team → What it can do
7 tools
MCP tools covering product info, projections, comparisons, eligibility, and FAQ — callable by any AI agent
15 endpoints
REST API endpoints with OpenAPI 3.1 spec and AI-optimised instructions for LLM tool-calling
Zero PII
No personal data, no database, no internal system access — read-only public fund data, fully isolated
What It Is

Savvly speaks the language
of AI agents natively.

Most financial products are black boxes — opaque to the AI tools that advisors, planners, and consumers are increasingly relying on. When an AI agent tries to answer "How does Savvly compare to an annuity?" or "What would a $50,000 investment at age 55 pay at 85?" it has no structured way to get an accurate answer.

Savvly changes that. Our Model Context Protocol (MCP) server and REST API give AI agents a direct, structured, always-accurate way to query fund data, run projections, and compare Savvly against alternatives — in real time, in any conversation.

"The advisor of the future uses AI to model every client scenario. Savvly is the first longevity product that makes that possible without any manual lookup."
🤖
Works with the AI tools advisors already use
Claude Desktop, Cursor, Windsurf, VS Code Copilot, and any MCP-compatible agent can call Savvly tools directly — no integration work required on the advisor's side.
📊
Real projections, not estimates
The projection engine is ported from Savvly's own estimator. When an agent runs a scenario, it gets the same numbers a Savvly specialist would produce — not a ballpark.
🔒
No client data ever leaves the conversation
The API handles zero PII. Agents pass in hypothetical parameters (age, amount, return rate) and get back projected values — no names, accounts, or personal details involved.
⚖️
SEC-compliant by default
Every projection response includes required disclaimers automatically. Every comparison response notes it's informational, not investment advice. Compliance is built into the response, not bolted on.
Who Benefits

Three audiences, one integration

Whether you're an advisor using AI to serve clients, an employer building a benefits workflow, or a developer building a financial planning tool — Savvly's AI layer works for you.

Financial Advisor
The AI-powered advisor
RIAs, CFPs, wealth managers using AI in client meetings
What they can do now
Model client scenarios mid-conversation without switching tools
Compare Savvly vs. alternatives the client is considering — instantly
Answer technical questions accurately without memorising the prospectus
Run full retirement simulations with and without a Savvly allocation
Questions their AI can now answer
"What would $50K at age 54 pay at 85 with 7% returns?"
"How does Savvly compare to a fixed indexed annuity?"
"What's the early withdrawal formula for this client?"
Benefit Broker / HR
The benefits builder
Brokers, HR platforms, benefits consultants
What they can do now
Embed accurate Savvly projections in benefits comparison tools
Let employees ask questions about the Longevity Benefit in plain language
Confirm eligibility for any employee cohort without manual checks
Surface employer-specific FAQ answers inside HR platforms
Questions their AI can now answer
"Are employees aged 28–65 all eligible for Savvly?"
"How does the Longevity Benefit stack with our 401(k)?"
"What does $100/month for 25 years project to at 85?"
Developer / Builder
The fintech builder
Developers building retirement, planning, or AI-native tools
What they can build now
Retirement calculators that include a Savvly longevity scenario
AI assistants that compare longevity products with real data
Benefits platforms with Savvly projections built in natively
Agent workflows that auto-run projections based on client profiles
What makes it easy
OpenAPI 3.1 spec + x-llm-instructions for LLM tool-calling
MCP server — npx @savvly/mcp-server, zero config
Open read endpoints — no API key needed for basic queries
Built Responsibly

Designed so AI agents
can't get it wrong

The biggest risk with AI in financial services isn't that the AI doesn't know — it's that it guesses. Savvly's AI layer is structured so agents always get accurate, compliant, structured data.

🏛️
SEC disclaimers on every projection
Every response from the projection endpoints includes the required SEC disclaimer. Agents can't return a projection without it — compliance is automatic.
🔒
Zero personal data handled
The API takes hypothetical inputs — age, amount, return rate — and returns projections. No names, no SSNs, no account numbers, no emails. No PII ever enters the system.
📐
Validated inputs, no hallucination
All inputs are validated via strict schemas — age range, amount range, return rate. An agent can't pass in an invalid value and get back a confident wrong answer.
🧱
Isolated from internal systems
The public API has zero access to Savvly's internal systems, databases, or client accounts. It serves only public product data and computed projections.
OpenAPI 3.1 specification Zod input validation Azure Container Apps — centralus Rate limited per IP and API key HTTPS only · strict security headers Savvly Advisor LLC · SEC-registered
Get Started

Add Savvly to your
AI workflow today.

Whether you're an advisor, a benefits builder, or a fintech developer — Savvly's AI integration layer is ready to use. Talk to our team to get started or explore the documentation.

Talk to the team → How It Works
MCP server ready OpenAPI 3.1 SEC-registered fund Zero PII Open read endpoints
Savvly

Making living a long life a financial reward — not a risk.

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© 2025 Savvly, Inc. SEC-Registered Investment Adviser. Assets held at U.S. Bank. Invests in low-cost S&P 500 ETFs from Vanguard and Fidelity.
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©2026 Savvly, Inc. or its affiliates. All rights reserved. Investing involves risk, including possible loss of principal. Carefully consider the Funds’ investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds’ prospectuses. Read the prospectus carefully before investing. This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. In the U.S., this material is intended for public distribution. Prepared by Savvly, Inc. Savvly Advisor, LLC is an SEC-registered investment advisor and fully owned by Savvly, Inc.