WIZE by TeamWork

Category

Portfolio Management

Country

Switzerland

Visit website

Get in touch with WIZE by TeamWork

Pierre Dupont, family office software, wealth management software, portfolio management software

Pierre Dupont

Switzerland
Contact Pierre Dupont

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 180+ custodian automatic feeds for multi-asset consolidated reporting.

WIZE by TeamWork is one of the fastest-growing FinTech companies in Switzerland dedicated to External Asset Managers, Family Offices, Banks, Securities Traders, Fund & Asset Management firms. Part of the TeamWork Group, a Swiss company founded in 1999 which has now more than 950+ employees internationally, we offer a unique 100% web-integrated platform with 250+ functionalities trusted by over 90 clients representing 3000+ users in 18 different countries. Our focus: intuitive user experience, rich & performing functionalities, easy & transparent pricing model.

What sets WIZE by TeamWork apart?

"Since we started developing WIZE by TeamWork in 2010, our clients have been our best ambassadors because we always differentiated with client support and constant functionalities enrichment."
Pierre Dupont

Product

Get an overview of what this software does.

Main tasks

  • Data aggregation
  • Accounting
  • Consolidated reporting
  • CRM
  • Governance
  • Compliance
  • Portfolio management
  • Trading (order only)
  • Risk management

Top features

  • Consolidated reporting
  • CRM/KYC
  • Document management
  • Trading (FIX or PDF)
  • Compliance (AML, MiFID2, FinSA, FIDLEG)
  • Risk management
  • Performance management
  • Fees invoicing and controlling
  • E-banking & mobile app
  • Profitability
  • Multi-custodian data feeds

Assets supported

  • All financial assets
  • Private equity
  • Real estate
  • Rare collectibles
  • Loans
  • Mortgages
  • Insurances
  • Credit cards

Compliance

  • MiFID II
  • FinSA/FinIA
  • UCITS

Whitelabel

  • Yes

Type Of Software

  • Serviced software
  • SAAS
  • Fully standalone

Security

  • 2 factors authentication
  • SSL encrypted connection
  • Industry standard back-ups rolling plan (DRP & BCP tested plans)
  • Regularly audited by our different client’s auditors (i.e. EY, PwC, Deloitte)
  • ISO 27001 certified

Ecosystem

  • Java
  • Linux

Integrations

  • Sage BOB 50 (accounting)
  • ELO (workflows)
  • Investment Navigator (mutual funds selection)
  • Bearing Point (CRS, Fatca, Tax reporting)
  • FinQuartz (news)
  • Performance Watcher (peers comparison)
  • Other software on request

Mobile App

  • Yes

Type of data

  • Transaction level

Accuracy

  • Daily API or SFTP files of transactions download from custodians for performance calculation. Daily API or SFTP files of positions download from custodians for portfolios reconciliation. Optional Back-office Business Process Outsourcing services from Singapore and Geneva.

Custodians

  • 180+

Time to new custodian

  • 1-3 months

Multi-currency

  • Set multiple base currencies
  • Separate holding level gain/loss from currency gain/loss

Cost structure

  • AUM based
  • Seat based
  • Custodian use based

Average cost p.a.

  • AuM pricing: starting 100M: from 3 bp to 1 bp depending on AuM growth
  • Named users pricing: starting 1 user: from 2’500 CHF to 350 CHF/month/user depending on users growth

Category

Portfolio Management

Country

Switzerland

Visit website

Get in touch with WIZE by TeamWork

Pierre Dupont, family office software, wealth management software, portfolio management software

Pierre Dupont

Switzerland
Contact Pierre Dupont

Key Company Info

Have a look at the company, clients, and references to learn whether this is a match for you.

Employees

  • 950+

Founded

  • 2010

Ownership

  • Owned by management
  • Key staff also have ownership

Incorporated

  • Switzerland

Locations

  • Geneva
  • Luxembourg
  • Montréal
  • Singapore
  • Zurich
  • Beirut
  • London

Top 5 Markets

  • Switzerland
  • Singapore
  • Luxembourg
  • United Kingdom
  • Hong Kong

Total AUM

  • $45 billion

Avg. AUM per client

  • $600 million

Focus

  • Financial advisors

Serves also

  • Single-family offices
  • Multi-family offices
  • Fund managers
  • Banks

Number

  • 8 banks
  • 83 family offices/advisors/fund managers

Bank in Luxembourg: 200k transactions/year, 4200 portfolios, 9000 active instruments
Asset Manager in Switzerland: 80k transactions/year, 400 portfolios, 4000 active instruments
Bank in Switzerland: 80k transactions/year, 1500 portfolios, 6000 active instruments

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Support & services

Learn what support and services you can expect

Support options

General contact mail or phone
Dedicated contact
In person on site support

Pricing of support

Free support

Onboarding

2-3 months

Customisation

Users can customize dashboards, CRM information, and reporting.

Bespoke development

Possible on request

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Simple solutions for complex times.