Optimise.
End-to-end automation, from onboarding to audit
No more time wasted on spreadsheets, juggling legacy apps and monotonous manual work. Join Affinity Private Wealth and automate, modernise and streamline your operations end-to-end. We manage the integrations, you get the cool tools to cut costs, stay compliant and free your people to do their best work with your clients.
Powerful automation, minimal disruption.
Modernisation doesn't have to distract from your day-to-day. Our team takes care of the set-up, analysis and delivery of integrating Optifi so you don't have to divert your own people, priorities or budget. Our platform also connects to your existing source of record, KYC, bookkeeping and accounting systems so you can streamline your operations without derailing your team's way of working. Our exceptional approval and adoption rating shows we put your team at the heart of your business's transformation, to ensure meaningful and sustained change from day 1.
Features of Optifi
Total visibility, total clarity, total control
Optifi transforms data into insights, allowing you to lead your team and support your clients with evidence, not instinct. From payments to board minutes, FATCA to credit and accounts production, Optifi gives you total oversight on your to-do lists, payments, board minutes, FATCA, credit & accounts production, and approvals & audit trails. Our powerful operational KPI dashboards & business scorecard visualise key metrics across all your customer journeys, helping you achieve operational excellence, identify revenue-generating opportunities and maximise returns.
Secure, auditable, always available
Optifi is built for firms that can't afford downtime, security gaps or compliance blind spots. Hosted on Microsoft Azure and integrated with your Microsoft 365 login, Optifi ensures data sovereignty, cyber protection and GDPR compliance — without installs, patching, or password resets. Every action is logged, encrypted, and audit ready. No surprises, no sleepless nights — just certainty, confidence and compliance you can count on.
Faster, safer connection
Build stronger, more connected relationships with your clients, authorisers and other third parties through Optifi's mobile app. Remove the need for unsecure faxes, paper or email and give your third parties a seamless digital experience straight from their phone.
Save time and support your team
Instead of wasting time digging through folders or dashboards, just Ask Optifi what you're looking for in your own voice and get immediate answers. Ask Optifi surfaces insight, context and actions from live operational data. It's explainable, auditable, and aligned with your processes, making your teams' day-to-day easier and hassle-free.
We win when you win
We're so confident Optifi can deliver value for your business that we operate on an outcome-based pricing model. We believe that your problems are ours to solve, and we prove the value of our solutions before you're locked in long-term. To show you how invested we are in your success, we'll even build you a free personalised ROI model.
| Features | Essentials | GrowthMost Popular | Enterprise |
|---|---|---|---|
| Optifi Vision (workflow management) | ✓ | ✓ | ✓ |
| Optifi Lens (mobile app) | ✓ | ✓ | ✓ |
| Microsoft 365 SSO & Azure hosting | ✓ | ✓ | ✓ |
| Standard integrations | ✓ | ✓ | ✓ |
| Optifi Insights (KPI dashboards) | — | ✓ | ✓ |
| Ask Optifi (AI assistant) | — | ✓ | ✓ |
| Custom workflows & automations | — | ✓ | ✓ |
| Dedicated success manager | — | — | ✓ |
| Bespoke integrations & API | — | — | ✓ |
| Outcome-based pricing model | — | — | ✓ |
Let's talk
To book a demo, get a platform overview from one of our experts or discuss partnerships, fill in the form below and we'll respond within one business day.