Evidence tier Source Confirmed · 8 captures on record
What the publisher says
As described on Microsoft Marketplace.
Savvly brings the Savvly Longevity Benefit into Microsoft 365 Copilot, so you can answer retirement-planning questions in the flow of a conversation.
Savvly is an SEC-registered closed-end fund that invests contributions in a low-cost S&P 500 index ETF and makes milestone payouts at ages 80, 85, 90 and 95. This app lets you query the fund's current data and model scenarios without leaving the chat.
Show the rest of the publisher’s description (22 more lines)
Key benefits
- Answers are grounded in Savvly's current fund records, with SEC filings cited as sources.
- Projections come back as interactive cards with editable inputs, so you can re-run a scenario in place.
- Required disclosures stay attached to every figure and are shown verbatim.
What you can do
- Look up the product profile: fund structure, annual fund operating expenses, custodian, payout schedule and regulatory status.
- Project outcomes for a lump sum, for monthly contributions, or across a full retirement horizon with and without a Savvly allocation.
- Check eligibility by age, US residency and enrolment channel.
- Compare Savvly against retirement product categories such as annuities, target-date funds and managed-payout funds.
- Search Savvly's Q&A content library and frequently asked questions.
Who it is for
Individuals planning for later-life income; financial advisors and RIAs adding a longevity layer to client portfolios; employers and benefit brokers evaluating Savvly as a payroll-deduction benefit.
Before you install: requirements and limitations
- The app is read-only and informational. It does not open accounts, take payments or place trades. Investing in Savvly happens separately, outside Microsoft 365.
- No account, subscription or sign-in is required to use the app.
- Savvly is available to US residents in eligible states, with an enrolment age range of 18 to 75.
- All projections are hypothetical illustrations based on assumed rates of return. They are not guarantees of future performance, and payout amounts are not guaranteed.
- Savvly is not insurance and not an annuity contract, and does not provide the protections of insurance laws.
- Savvly Advisor, LLC is an SEC-registered investment advisor. Nothing this app returns is investment, legal or tax advice. Consult a qualified professional about your own situation.
Support: https://www.savvly.com/contact-us
How it works: https://www.savvly.com/how-it-works
Full disclosures: https://www.savvly.com/disclosures
Preview
5 images
Agent build and provenance
See the full provenance
The layer-by-layer build, the evidence behind each claim, the risk basis and the cross-marketplace links are open to any account. Some rows are disclosed, some the source leaves Unknown; a free account shows you which.
Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Vendor
External enrichment
Sources
Publisher resources
1 linkLinked repositories
Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.
Evidence risk is the share of the build you cannot see before you deploy, not a security rating. Sign in to see the layer-by-layer basis for this band.