WIZE by TeamWork, the all-in-one Wealth & Asset Management solution, is one of the fastest growing WealthTech companies in Switzerland dedicated to Independent Asset Managers, Family Offices, Private Banks, Fund & Asset Managers and Securities Traders.
Part of the TeamWork Group, a 800+ employees Swiss company founded in 1999 and fully owned by its top management, we offer one of the largest functional scope in Switzerland with 250+ functionalities in a unique 100% web-integrated SaaS secured Cloud or on premise platform including:
Portfolio Management System with complex consolidations of both liquid and illiquid assets; model portfolios & rebalancing/hedging capabilities; private equity module; risk & performance management (MWR/TWR, contribution/attribution); cash-flow forecasts
Order Management System including FIX connectivity and securities/forex bulk orders
CRM System with KYC and documents lifecycle management
Compliance System with AML; MiFID II and FinSA pre-trade checking; risk profiling & monitoring; full audit trail
Reporting System with white labelled customized multi-assets consolidated reports
Invoicing System including automatic fees calculation and controlling; profitability measurement
e-banking / Mobile App
We differentiate with connectivity and support:
Custodian Banks
160 booking centres including PDF eDocs when available
Trading Rooms
10 connected in Straight Through Processing
Marketplace
API ecosystem of 10 connected 3rd party software
Datacentres
Private clouds in Switzerland, Luxembourg and Singapore
Support
Teams in Switzerland and Singapore for increased local presence and time zones coverage
Officially labelled “Swiss Made Software” since 100% of our development has always been performed in Geneva since our start in 2010, we are also present in Zurich, Singapore, Luxembourg, London, Beirut and Montreal. Our team of 30 professionals aims at delivering best in class support and back-office Business Process Outsourcing (BPO) services thanks to our extensive banking operations expertise gained by the majority of us in different banks and/or Family Offices.
Trusted by over 75 clients representing 40+ billion AuM and 3000+ users in 15 different countries, we allow clients to focus on their business while taking advantage of the platform’s power and scalability after an onboarding project of 10 weeks on average.
Part of the WealthTech100 list and awarded in 2021 Best Swiss Client Reporting Solution and Best European Platform Provider by WealthBriefing, we think all these elements set us apart from our peers and make us an outstanding
10 years old FinTech.
Our Focus
Intuitive user experience, rich & performing functionalities, easy & transparent all-in-one pricing including all new functionalities and unlimited support & training.
What do GPFO say?
For family offices who use a number of custodian banks, Wize has a breadth of custodian bank integrations and compliance integrations.
