Alwy

Swedish advisory firms managing client portfolios across multiple instruments face a persistent operational problem: separate systems for trading, compliance, CRM, and onboarding that create data duplication and slow down client service. Alwy addresses this by running all of these functions within a single platform, positioning itself as an integrated operating environment for financial advisors, insurance brokers, and fund companies in the Swedish market.

The platform is built around three distinct user roles that share one system: advisors, clients, and administrators. Access controls determine what each party sees, and BankID authentication provides identity verification without requiring separate login infrastructure. Key capabilities include:

• Digital onboarding and client suitability documentation
• Automated rebalancing and model portfolio management
• CRM with data reuse across workflows
• Trading in equities, funds, ETFs, insurance, and pension products
• Automatic compliance alerts and regulatory reporting

Alwy claims a 40% reduction in operational costs through automation, a 20% uplift in AUM-linked revenue through sales support tools, and twice the onboarding speed compared to manual processes. One testimonial on the site comes from a family office client, suggesting the platform is used in that segment, though the primary addressable market appears to be financial advisory firms and intermediaries broadly.

The platform suits advisors and small multi-family offices that want a single system covering compliance, trading, and client communication in the Swedish regulatory environment. Firms with complex multi-jurisdiction requirements or bespoke reporting needs may find the platform's scope limiting. Pricing is not disclosed publicly, and the site offers no detail on minimum AUM thresholds or firm size requirements.

• Digital client onboarding and suitability documentation
• Portfolio rebalancing and model portfolio management
• Trading across funds, ETFs, equities, insurance, and pension products
• Regulatory compliance monitoring and automated reporting
• CRM and client data management
• Client portal access for end investors

• Unified platform for advisors, clients, and administrators
• BankID authentication
• Automated rebalancing and model portfolios
• Digital onboarding with KYC and client suitability documentation
• Automated compliance alerts and regulatory reports
• CRM with data reuse across workflows
• ISK and depot account support
• Fund and ETF trading
• Insurance and pension product handling
• Role-based access controls

Built for Multi Family Office (MFO), Advisors / Wealth Advisors (RIA), Fund Managers.

Claims twice the onboarding speed compared to manual processes; digital onboarding built into platform.