Mountain range

Financial Advisors

Future-proof yourbusiness

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


An Obvious Investment

Get the best customer experience in the market and more time for other things


Faster Onboarding

Onboard new clients twice as fast and free up more time


Lower Costs

Reduce your operational costs with automation


Increased Revenue

Increase your revenues with sales support that generates higher AUM

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

We provide complete solutions for financial advisors. With us, you get a modern system where everything is collected in one place.

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


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


We make sure you comply with relevant laws and regulations

Digital onboarding

Client knowledge & advisory documentation

Automatic alerts and reports

Market-Leading Technology.
Hard to Beat Price.

Try for free.

Get Started

Try completely free


£ 0 / month

What's included?

2 advisors

2 clients

Digital onboarding

Advisory module

Simple CRM

PEP screening

Sanctions screening


Fund trading with fund platform

Order placement

AML control


Limited support


The Whole Package

For those who want to give themselves and their clients the best



What's included?

Everything in Get Started

Unlimited number of clients

Unlimited number of advisors

Fund depot

Life insurance

Extended CRM

Sales support

Life planning


Automatic rebalancing

Portfolio management

Fee management


Ongoing monitoring of the client's risk level

Built-in signing service

Secure client dialogue

Open Banking (PSD2)

Your colors, your logo and font

Web application

Custody service

Support for multiple languages

Full support


For those with special wishes and needs



What's included?

Everything in The Whole Package

Option to opt out of features

Tied agents



Open Finance (Pension data)

24/7 support

Mountain range

Future-proof your
business today

Try for free


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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