OPTIMLY | Save time. Build knowledge. Maximise returns

A wide range of tools to help you keep track of your finances

See all your accounts in one place.

Daily monitoring for better rates and balance optimisations.

Fully automated in the OPTIMLY app.

£353,354.81

ASSETS - DEBTS

+ 148%

+£211,071

Packed full of helpful features

Real-time data that provides insights on your money.

Net worth

TRACK YOUR FINANCIAL POSITION OVER TIME

Find

SEARCH ALL ACCOUNTS IN ONE SINGLE QUERY

Product terms

LIVE PRODUCT DATA ON ALL OF YOUR ACCOUNTS

Live balances

BALANCES & VALUATIONS UPDATED DAILY

Account interest

CALCULATING YIELD OF EVERY POUND

Performance

PORTFOLIO MONEY-WEIGHTED RETURN

Safe and secure

We use bank-grade security, encryption and monitoring to keep your information safe.

Protected

Connect your account balances and transactions via Open Banking. We won't have permissions to make payments, transfer funds or open new accounts.

Data privacy

Some of our automated product search tools are provided by our trusted partners. You can choose to opt in or out of these servcies. We will never share your data without permission.

Secure

We support face & fingerprint ID and use 256-bit TLS encryption to protect your account. We never collect more data that we need to provide you with our advice service.

£353,354.81

ASSETS - DEBTS

+ 148%

+£211,071

Everything in one place

Interest from savings can help your money grow, however overpaying debt, investing, or putting your money into a pension could be more beneficial.

Our service begins by looking at your goals and objectives, tax-allowances - such as ISA and LISAs, and market rates to determine your optimal savings balances.

With this information we create a benchmark rate that enables us to quantify the pros and cons of keeping your money savings, repaying debt or investing in other asset classes.

Fully automated & always on

Automated & always on

One of the key aspects of our service is that it is autonomous. Each day we search the market to see if there is a better product, or combination of products.

We also monitor your savings balances to see if there's an opportunity to sweep excess funds into an account that pays a higher rate of interest.

You can set limits so you're only notified when the benefit of switching is significant enough to you, and at any time you can access our chat AI function for additional help and support.