Skandia launches digital investment transfer service powered by Insurely

From our archive: this press release is from September 2026, when Anessa was still called Insurely.

Skandia has launched a new digital investment transfer service powered by Insurely, enabling customers to seamlessly move investment accounts from other banks and financial institutions directly within Skandia’s digital environment.

The new service allows customers to identify and transfer investment accounts, including ISKs and securities accounts, without leaving skandia.se. Through a fully digital flow, customers can gain an overview of their existing holdings and initiate transfers in just a few steps.

Making it easier to consolidate savings

The service is powered by Insurely’s technology, which collects and structures investment account data from third-party institutions. Skandia’s customers can then select which holdings they want to transfer and complete the process digitally through a guided experience.

For Skandia, the launch represents another step toward creating more accessible and user-friendly financial services, while making it easier for customers to consolidate their savings in one place.

“Consumers have had the legal right to their financial data for years. Insurely exists to make that right meaningful in practice, partnering with Skandia is a strong example of what that looks like when a financial institution is genuinely ready to build with it. Together we’re making it easier for consumers to access, understand, and use their financial data to make better decisions about their savings,” says Martin J. Gylfe, CEO of Insurely.

Meeting consumers where expectations already are

People already manage most of their lives digitally — booking, banking, comparing, switching — with little friction. The expectation that financial services should work the same way is no longer emerging, it’s the baseline. Consumers increasingly expect to see their full financial picture in one place and to be able to act on it without jumping between institutions or dealing with manual processes. Skandia’s investment transfer service is a direct response to that reality.