Understand
Capture hard constraints, expectations and how a client is likely to decide under uncertainty.
Savart × Synapse
Advice works better when expectations start on the same page.
EFG turns financial capacity, expectations and decision behaviour into an explainable alignment conversation—using fewer, higher-value questions.
EFGI74Expectations
EFGR68Risk response
Alignment
Strong fit86% confidence · evidence-backedAlign
Compare an individual profile with Savart's published investment philosophy and guardrails.
Explain
Give clients a useful report and staff the evidence, trace and confidence behind it.