Wize

Solution introduction

The all-in-one wealth & asset management solution

For independent asset managers, family offices, fund & asset managers, banks, securities traders and more...

Wize
One single Web integrated software solution that covers always more of your business needs going from compliance, regulatory, portfolio management system, client side reporting and e-access.

Our focus
Intuitive user experience, rich & performing functionalities, easy & transparent pricing model.

Headquarters Location

Geneva, Switzerland

Main Telephone

+41 22 949 1313

Main Email Address

teamwork@teamwork.net

Features

Compliance
Onboarding & KYC/CRM, documentation profile checks, AML checks & name checks connectors, risk profiling, MiFID II, MiFIR, advisory workflow & reports, meeting & call reports

Portfolio management
Multi-custodian consolidations, more than 40 custodian connectors, risk strategy constraints, performance & benchmaks attributions, non-financial assets, fund look-through

Order management
Simple single entry screen, all instrument types, pre/post trade checks, model rebalancing, bulk order proposal, hedging tools

Client focus
Mobile Tailor made reporting, secured eBanking access, client accounting, secured mailbox

Admin & back office
Management & Performance fees invoicing, market data & prices connectors, retrocessions tool, clients profitability, external fee analysis

Security traders
Full front/middle/back-office platform, advices, general ledger, balance sheet, P&L and Forex positions, nostro accounting

Benefits

Our mindset
You focus on your business, we focus on the IT platform & solution

Easy pricing model
One single all-inclusive monthly fee.

Setup & implementation
Customisation, White labeled, a professional local team, training & helpdesk included.

No hardware investments
Platform provided in SaaS mode (Software as a Service) on TeamWork servers. On premises setup also available upon client request.

IT management by TeamWork
Security, maintenance, backups, failover

All new versions and new functionalities included.

Key Data

WEALTH MANAGEMENT CLIENTS
21-50
Type of Clients
  • Independent Financial Advisor
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • External Asset Manager
  • Regional Private Bank
  • Single Family Office
  • View Others View Less
Client Regional Presence
  • Asia
  • Caribbean
  • Western Europe

Wize

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