Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Alwy is an innovative personal finance platform that prioritizes mobile usage and adheres to GDPR guidelines, enabling users to seamlessly track their income, expenses, debts, and investments by linking all their bank accounts and credit cards. The platform intelligently categorizes transactions multiple times a day, constructs and refreshes budgets in real-time, provides tailored saving suggestions—such as terminating unnecessary subscriptions or negotiating fixed expenses—and presents a comprehensive view of debts with comparisons for optimizing loan conditions. Users benefit from insights into their financial well-being and receive tailored advice for establishing emergency funds, diversifying their investment portfolios, or securing better interest rates. Additionally, Alwy features a B2B option, empowering financial professionals, insurers, and mutual fund firms to deliver a cohesive CRM experience alongside trading and custody functionalities, digital client onboarding, automatic compliance notifications, and integrated portfolio management solutions. This dual approach not only enhances individual financial management but also enriches the services offered by financial institutions to their clients.

Description

Sora’s innovative AI-driven debt management tool empowers financial advisors to impress clients and secure proposals effortlessly. It allows for a swift assessment of clients' liabilities, refinancing options, new loan possibilities, and overall credit health. Reports can be downloaded to facilitate engaging discussions about clients' debt situations. The software offers hyper-personalized strategies for debt optimization tailored to individual needs. When requesting a new loan, Sora efficiently connects with over 50 wholesale, retail, and credit union lenders to find the best options available. By handling the complex tasks involved, Sora ensures that both advisors and their clients can focus on what matters most. The platform excels in uncovering superior deals for various loan types, including home, auto, and student loans, and makes the transition process seamless. Designed for user-friendliness, Sora enables advisors to visualize, analyze, and take actionable steps toward improving their clients' debt scenarios. With its sophisticated analytics and customized recommendations, advisors can create strategic plans tailored to each unique client. By exploring the intricacies of their debt landscape, identifying potential savings, and implementing an optimized management plan, advisors can elevate their financial advisory services to unprecedented heights.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AIReel No 
Advivi No 

Integrations

AIReel Yes 
Advivi Yes 

Pricing Details

Free
Free Trial Yes 
Free Version Yes 

Pricing Details

$100 per advisor per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Alwy

Founded

2020

Country

Sweden

Website

alwy.se/

Vendor Details

Company Name

Sora

Country

United States

Website

www.sorafinance.com

Product Features

Product Features

Alternatives

Alternatives

Veo 3.1 Reviews

Veo 3.1

Google
Basil Reviews

Basil

Basil Finance
NuDebt Reviews

NuDebt

Selas Technologies
Kwik-Loan Reviews

Kwik-Loan

Emphasys