Mountain range

Alwy Business

Future-proof yourbusiness

With Alwy and Evida, you get a complete solution for you, your clients, and your advisors. Manage everything in one system and focus on what matters - your clients.

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"More than advice, it's the whole package"

- Family Office client

Focus on your clients.
We'll handle the rest.

We provide comprehensive solutions for securities companies, insurance brokers, and mutual fund companies. We offer a market-leading combination of technology and compliance so you can focus on your clients. The days of navigating multiple systems are over.

The Whole Picture

Your clients, advisors, and administrators log into the same system.

Everything in one place

Decide who gets to see what

Secure with BankID

Trading & Custody

With us, you can offer trading in various instruments

Depot

Funds and ETFs

Life insurance and pension insurance

Save Time

Never enter the same data twice, more time for your clients

Complete CRM

Reuse data in your processes

Automatic rebalancing & model portfolios

Compliant

We ensure you comply with relevant laws and regulations

Digital onboarding

Client knowledge & advisory documentation

Automatic alerts and reports

Future-proof

Combine personal meetings with digital technology.

40%

Lower Costs

Reduce your operational costs with automations

20%

Increased Revenues

Increase your revenues with sales support that generates higher AUM

100%

Faster Onboarding

Onboard new clients twice as fast and free up more time.

Integrated Custody Service

Custody Service

The days of reading in data from multiple custody institutions are over. Our partner Evida delivers fully integrated custody services, trading of financial instruments, the possibility of becoming a tied agent, and much more. Together, we offer a complete solution for you and your clients.

Solutions

Solutions for advisors, brokers, and mutual fund companies.

Financial advisor

Financial Advisors

Focus on your clients

Financial advisor

Mutual Fund Companies

Take control of your distribution

Financial advisor

Brokers

Solutions for insurance brokers

Contact Us

Explore potential areas of collaboration together

Mountain range

Future-proof your
business today

Try for free

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Copyright © 2020-2024 Optimize Savings AB. Headquarter: Stockholm, Sweden. All rights reserved. Optimize Savings AB. Medborgarplatsen 25, 118 72, Stockholm. Organisational number:559249-2192

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