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About

Alwy is a mobile‑first, GDPR‑compliant personal finance platform designed to help individuals effortlessly track income, expenses, debts, and investments by connecting all bank accounts and credit cards. It automatically categorizes transactions up to ten times daily, builds and updates real‑time budgets, offers personalized saving tips (like canceling subscriptions or lowering fixed costs), and displays debt overviews with comparisons for better loan terms. Users receive financial‑health insights and recommendations to build emergency funds, diversify portfolios, or improve interest rates. Alwy also offers a B2B version that enables financial advisors, insurers, and mutual fund companies to provide clients with a unified CRM, trading and custody services, digital onboarding, automated compliance alerts, and integrated portfolio management.

About

Sora’s AI debt management software helps financial advisors wow clients and win proposals. Quickly scan clients’ liabilities, refinance and new loan opportunities, and credit health. Download reports to engage clients on their debt. Hyper-personalized debt optimization strategies. Request a new loan and we will scan our ecosystem of 50+ wholesale, retail, and credit union lenders. We do the work so you and your client don’t have to. Sora finds clients better deals for their new or existing home, auto, and student loans and seamlessly moves into them. Sora is an easy-to-use software that helps you visualize, analyze, and act to optimize your client's debt. Use our advanced analytics and recommendations to develop tailored strategies for each client. Navigate through their debt landscape, identify areas for potential savings, and devise an optimized debt management plan. Bring your financial advisory to the next level.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Budget-conscious individuals seeking automated, smart personal finance management and small advisory firms wanting a white‑label solution for client onboarding, portfolio insights, and compliance

Audience

Credit management companies and financial advisors in need of a solution to manage clients and proposals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

$100 per advisor per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Alwy
Founded: 2020
Sweden
alwy.se/

Company Information

Sora
United States
www.sorafinance.com

Alternatives

Alternatives

Veo 3.1

Veo 3.1

Google
Kwik-Loan

Kwik-Loan

Emphasys
Basil

Basil

Basil Finance
NuDebt

NuDebt

Selas Technologies

Categories

Categories

Integrations

AIReel
Advivi

Integrations

AIReel
Advivi
Claim Alwy and update features and information
Claim Alwy and update features and information
Claim Sora and update features and information
Claim Sora and update features and information