Mountain range

Brokers

More time with yourclients

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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Future-proof

Manage everything in the same system and handle everything completely digitally

40%

Lower Costs

Reduce your operational costs with automations

20%

Increased Revenue

Increase your revenue with sales support that generates higher AUM.

100%

Faster Onboarding

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

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

We provide complete solutions for securities companies, insurance brokers, and fund companies. We offer a market-leading combination of technology and compliance so you can focus on your clients.

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

Market-Leading Technology.
Hard to Beat Price.

Try for free.

Get Started

Try completely free

Price

£ 0 / month

What's included?

2 advisors

2 clients

Digital onboarding

Advisory module

Simple CRM

PEP screening

Sanctions screening

Depot

Fund trading with fund platform

Order placement

AML control

MIFID2

Limited support

Popular

The Whole Package

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

Price

Quote

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

Simulation

Automatic rebalancing

Portfolio management

Fee management

Sustainability

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

Customized

For those with special wishes and needs

Price

Quote

What's included?

Everything in The Whole Package

Option to opt out of features

Tied agents

ETFs

Budget

Open Finance (Pension data)

24/7 support

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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