ADVISOR PROSPECTSSavology sells two completely different things to two completely different buyers, and we keep them apart on purpose. Organizations — employers, 401(k) plan sponsors, and advisory firms — pay us to give their people financial planning. Advisors pay us for prospects that we went out and found. The first group is never the source of the second. That is not a preference or a current practice; it is how the system is wired, and it is the promise we make to every plan sponsor we sign.
Only people who came to Savology through Savology's own acquisition: our paid ads, our free financial report card, our own campaigns and content, and the free-plan funnels we run under our own brands. They are individual consumers who signed up for themselves, completed a report card, and agreed to terms that say plainly that Savology may connect them with a financial professional.
Advisor Prospects runs on its own database, on its own service, with its own credentials — not the Savology platform database your clients' plans live in. Nothing in Advisor Prospects can reach into an organization's account data.
Records only enter the Advisor Prospects database if the person arrived through one of Savology's own funnels. The copy step tests that on the way in, so an employer-sourced or firm-sourced account is never written into that inventory in the first place — there is no "unlisted" copy of it sitting there waiting for a filter to hold. We audit this rather than assume it: the check runs automatically against every account Advisor Prospects can see, and tests each one for membership in an employer, plan-sponsor, or advisory organization. As of the last run on 2026-09-03, that number is zero.
The inventory you see is recomputed each time from live data: current terms agreed, not already sold, not already in another advisor's cart, not already routed anywhere else. Nothing is listed on a cached assumption.
We never read, price, or list anything from your side of the wall. You do not upload a client list, connect a CRM, or give us access to your book to take part — and we would not be able to sell what we do not have.
A purchase delivers that person's contact details and their Savology report card into your own organization inside Savology — full plan, grades, and wellness metrics, no CSV and no re-keying. In exchange you agree to the straightforward things: contact them as a financial professional following up on a report card they asked for, honor an opt-out or do-not-contact request the first time you hear it, keep their information as securely as you keep any client's, and follow your own firm's and regulator's rules on outreach, recordkeeping, and advertising. If the contact information turns out to be bad, tell us and we credit it back immediately.
We sell you the introduction; you own the relationship. From the moment you pick a household, we never re-list them, never offer them to a second advisor, and never sell them again — and none of that changes if you pause or stop buying. The household leaves your hands only if you decide to release them. We take no share of what the relationship becomes. What we do keep doing is being their planning platform: they stay in Savology, the nurture keeps running, and that is the part you are paying for. It is never a second introduction, and we never put them in front of another advisor.
The people in Advisor Prospects consented to be contacted and to have their report card shared with a financial professional; they can withdraw that at any time, and we honor unsubscribes and do-not-contact requests across every channel we run. Savology remains the source of their plan and continues to serve them directly in the product. We do not sell the same person twice, and we do not sell anyone whose consent has lapsed. The full detail is in Savology's privacy policy and terms of service, which govern if anything here reads differently.