WIZE by TeamWork

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 200+ 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 1000+ employees internationally, we offer a unique 100% web-integrated platform with 250+ functionalities trusted by over 100 clients representing 3000+ users in 23 different countries. Our focus: intuitive user experience, rich & performing functionalities, easy & transparent pricing model.

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Simple ("Promoter") is not a current client of a WIZE by TeamWork. Promoter will receive cash compensation for referrals to WIZE by TeamWork. Click here to read the full disclaimer.

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How it works:

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Few more questions...

Simple ("Promoter") is not a current client of a WIZE by TeamWork. Promoter will receive cash compensation for referrals to WIZE by TeamWork. Click here to read the full disclaimer.

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

  • Refinitiv World-Check
  • ELO (workflows)
  • Investment Navigator (mutual funds selection)
  • Regnology (CRS, Fatca, Tax reporting)
  • FinQuartz (news)
  • Performance Watcher (peers comparison)
  • Credit Suisse (product risk classification)
  • 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

  • 200+

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
  • Custodian use based

Average cost p.a.

  • AuM pricing: starting 250M: from 3 bp to 1 bp depending on AuM growth

Key Company Info

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

Employees

  • 1000+

Founded

  • 2010

Ownership

  • Owned by management
  • Key staff also have ownership

Incorporated

  • Switzerland

Locations

  • Geneva
  • Luxembourg
  • Montréal
  • Singapore
  • Zurich

Top markets

  • Switzerland
  • Singapore
  • Luxembourg
  • United Kingdom
  • France

Total AUM

  • $120 billion

Avg. AUM per client

  • $600 million

Focus

  • Financial advisors

Serves also

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

Number

  • 8 banks
  • 100 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

Latest News from WIZE by TeamWork

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FAQs

FAQs about WIZE by TeamWork

Q
What is WIZE by TeamWork?
A

WIZE by TeamWork is an asset management software.

Q
What does WIZE do?
A

WIZE provides an all-in-one asset and wealth management solution to fund managers, family offices, independent asset managers, securities traders, and private banks.

Q
How does WIZE work?
A

WIZE offers fully web-integrated asset and wealth management software as a solution(SaaS) that is hosted on Teamwork’s private and secure cloud. It offers boasts the following features:
1. Compliance, including onboarding, KYC/CRM, documentation profile checks, risk profiling, etc.
2. Portfolio management
3. Order management
4. Client focus, including mobile tailor-made reporting, secure e-banking access and mailbox, and client accounting.
5. Admin and back office

Q
How much does WIZE cost?
A

WIZE’s pricing model is AuM based and has a floor of $250 million.

Disclaimer

1. Simple (”Promoter”) is not a current client of WIZE by TeamWork.

2. The Promoter and WIZE by TeamWork have entered into a separate written agreement (the “Agreement”) pursuant to which the Promoter refers potential investment advisory clients to WIZE by TeamWork. Promoter will receive a $200 fee for each introduction it makes to WIZE by TeamWork.

3. You are not paying any fee directly to Promoter for referral services, and WIZE by TeamWork has not increased its fees to any firm to facilitate its payment of compensation to Promoter.

4. A material conflict of interest exists on the part of the Promoter because the Promoter receives compensation for soliciting or referring potential clients to WIZE by TeamWork. The Promoter has an incentive to solicit or refer you to WIZE by TeamWork, or to indicate its approval, support, or recommendation of WIZE by TeamWork or any of its directors, officers, principals, or employees, because the Promoter receives a fee for every introduction it makes to WIZE by TeamWork.