As a founding team of Wealthtech and compliance professionals, our expert knowledge of security and compliance is applied to every feature built within the Optivice solution.
We follow industry best practices to develop and delivery our product securely.
We log every interaction between you and clients, and archive all the emails and communication performed on our platform.
We adhere to the highest industry standards for data security, utilizing AWS hosting, and encrypting sensitive client data.
We take security seriously.
Debt management is a critical piece of holistic planning and addressing it properly requires access to clients' financial information. In order to protect client's security, we are committed to ensuring that Optivice is a secure and reliable platform.
Our infrastructure runs on fault-tolerant systems and backups are made daily. We leverage redundant third-party providers to provide 24/7 monitoring and alerting of any downtime.
Questions? Call or email us directly:
1330 6th Avenue
New York, NY 10019
Optivice is a debt management tool built for advisors, allowing them to boost their value proposition by integrating debt planning and management solutions for their clients.