CSSI Portal+
Client reporting portal and document vault for RIAs on Advent Axys, APX or SSRS reporting.
- RIAs
- Asset managers
Client experienceCustom quote
Client experienceAdvisor CRMRebalancing and tradingRIA compliance platformsOnboarding and account opening
Alwy
All-in-one advice, onboarding, CRM and fund trading platform for Nordic advisors, fund companies and brokers
Stockholm, SEalwy.se
What it does
Alwy is a Stockholm-based platform that gives securities firms, financial advisors, mutual fund companies and insurance brokers one system shared by clients, advisors and back-office staff. It is built for the Nordic market, with BankID login, and the site is offered in several European languages.
The software covers digital client onboarding, know-your-client and advisory documentation, PEP, sanctions and AML screening, and MiFID II support. Advisors get a CRM, model portfolios with automatic rebalancing, fee management, risk-level monitoring, life planning simulations and built-in e-signing. Through the platform firms can offer fund and ETF depots, order placement, life and pension insurance and custody, plus open-banking data feeds, under their own branding.
Alwy is a product of Optimize Savings AB. It publishes a free entry plan for two advisors and two clients, with larger packages quoted on request.
Best for
- Serves
- RIAs, Asset managers, Insurance
Features
- Digital client onboarding with BankID
- Advisory documentation and MiFID II support
- PEP, sanctions and AML screening
- Advisor CRM
- Model portfolios and automatic rebalancing
- Fund and ETF order placement
- Built-in e-signature
- White-label client web app
Pricing and deployment
- Pricing model
- Free tier, paid plans
- Published pricing
- Get Started plan free (2 advisors, 2 clients); Whole Package and Customized plans by quote
- Deployment
- Cloud
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