Mountain range

Mutual Fund Companies

Control yourdistribution

With Alwy and Evida, you get a complete solution for you and your customers. We offer the opportunity to own your distribution.

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Future-proof

Get the tools to future-proof your distribution

+40%

Higher ROI

Get more value for your marketing activities

+30%

Higher Revenues

Drive higher AUM and gain higher revenues

100%

Control

Gain 100% control over your distribution

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

We provide complete solutions for mutual fund companies with a market-leading combination of technology and compliance so you can focus on your customers.

The Whole Picture

Your customers and staff 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

Keep track of your savers

Complete CRM

Build relationships

Post news and communicate with your savers

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.

Customized for your business

Get Started

No fixed cost

What's included?

Unlimited number of administrators

Unlimited number of customers

Digital onboarding

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 customers the best

Price

Quote

What's included?

Everything in Get Started

Fund depot

Life insurance

Extended CRM

Sales support

Portfolio management

Fee management

Sustainability

Secure customer dialogue

Your colors, your logo and font

Web application

Support for multiple languages

Full support

Customized

For those with special wishes and needs

Price

Quote

What's included?

Everything in The Whole Package

Custom development

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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