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Wize BY Teamwork

WIZE by TeamWork

Category
Portfolio Management
HQ
Switzerland

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 100+ 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 800+ employees internationally, we offer a unique 100% web-integrated platform with 250+ functionalities trusted by over 70 clients representing 3000+ users in 14 different countries. Our focus: intuitive user experience, rich & performing functionalities, easy & transparent pricing model.

What sets Wize apart?

“Since we started developing WIZE by TeamWork 10 years ago, our clients have been our best ambassadors because we always differentiated with client support and constant functionalities enrichment.”

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

Key Company Info

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

Company

Facts about the company

Employees

11-50

Founded

2010

Ownership
  • Owned by management
  • Key staff also have ownership
Incorporated

Switzerland

Locations
  • Geneva
  • Luxembourg
  • Montréal
  • Singapore
  • Zurich
Top 5 Markets
  • Switzerland
  • Singapore
  • Luxembourg
  • United Kingdom
  • Hong Kong
Total AUM

$40B

Avg. AUM per client

$600M

Clients

Facts about the clients

Focus

Financial advisors

Serves also
  • Single family offices
  • Multi family offices
  • Fund managers
  • Banks
Number
  • 6 banks
  • 66 Family offices/Advisors/Fund managers
References

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

Request References
Video

Product

Get an overview of what this software does.

The basics

Basics about the product

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

Technology

Look under the hood

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

Reporting-specific features

They handle reporting like this

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

100+

Time to new custodian

1 – 3 months

Multi-currency
  • Set multiple base currencies
  • Separate holding level gain/loss from currency gain/loss
Pricing & Co

Learn about the commercials

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

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: (i) dashboards, (ii) CRM information, (iii) reporting

Bespoke development

Possible on request

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