Addepar vs Wize by Teamwork Comparison

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addepar

Addepar

Category
Consolidated Reporting

Based in the USA, Addepar is a wealth management platform that infuses complex financial information with transparency. By connecting data, technology and people, it facilitates informed decisions through actionable insights and tailored reporting allows multi-generational family offices to achieve their objectives.

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WIZE Logo

WIZE by TeamWork

Category
Portfolio Management

This Swiss, all-in-one Wealth & Asset Management solution offers an integrated data aggregation, CRM, accounting, amongst other services and including 100+ custodian automatic feeds for multi-asset, consolidated reporting. WIZE by TeamWork focuses on providing an intuitive user experience, rich and performing functionalities, and a transparent pricing model.

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Company
Employees

  • 500+
Revenue

-

Founded

  • 2009
Ownership

  • Owned by management
  • External investors (neither clients nor staff)
Incorporated

  • United States of America
Locations

  • New York
  • Salt Lake City
  • Mountain View
  • Edinburgh
Top 5 Markets

  • United States of America
  • Canada
  • Switzerland
  • Brazil
  • United Kingdom
Total AUM

  • $3 trillion
Avg. AUM per client

-


  • 950+

-


  • 2010

  • Owned by management
  • Key staff also have ownership

  • Switzerland

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

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

  • $45 billion

  • $600 million
Client
Focus

  • Single-family offices
Secondary focus

  • Multi-family offices
  • Individual wealth owners
  • Independent financial advisors
  • Registered investment advisors
  • Banks
Number

  • 600

  • Financial advisors

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

  • 8 banks
  • 83 family offices/advisors/fund managers
Product
Main tasks

  • Data aggregation
  • Portfolio management
  • Consolidated reporting
Top features

  • Data aggregation & management
  • Portfolio analysis
  • Consolidated reporting
  • Governance
  • Client portal
Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectables (luxury cars, boats, high-value jewelry)
Compliance

  • FinSA/FinIA
Whitelabel

  • No

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

  • 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

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

  • MiFID II
  • FinSA/FinIA
  • UCITS

  • Yes
Technology
Type Of Software

  • SaaS
Security

  • Hosted on AWS
  • 2-factor authentication & single-sign-on (SSO)
  • Encrypted data in transit and at rest
  • SOC 2 Type 2 Certification
Ecosystem

  • Java
Integrations

  • CRM: Salesforce, Practifi, Salentica
  • Trading & rebalancing: RedBlack, Blaze
  • ALTs data management: PCR, Canoe, Strata
  • Financial planning: eMoney, MoneyGuide Pro, Libretto
  • Risk management: RCI, Hidden Levers, Jacobi
  • General ledger: QuickBooks, Sage
  • Custodial portals: Fidelity, Schwab, Pershing
  • UMA/SMA: Adhesion
  • Custom integrations: Addepar API Toolkit
Mobile App

  • Yes (iOS)

  • Serviced software
  • SAAS
  • Fully standalone

  • 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

  • Java
  • Linux

  • 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

  • Yes
Simple solutions for complex times.