NEW! Get the advisors guide to unlocking a new revenue stream with debt management

Security and Compliance

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.

Product development

We follow industry best practices to develop and delivery our product securely.

Compliant tracking

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

Book a demo

Schedule a call with us and see how Optivice can boost your value proposition and increase revenue.