Simple.
Back to Directory

Archway vs WIZE

Side-by-side comparison of Archway and WIZE for family office teams — provider type, services, regions served, and related attributes drawn from each Simple directory listing.

Provider Type

Technology Providers

Tagline

The leading software and services solution for managing complex wealth operations.

Founded

2002

Location

Indianapolis, Indiana

Verified

Verified

Categories

AccountingGeneral LedgerPortfolio AccountingPartnership AccountingInvestment AccountingFamily Office SoftwareData AggregationReportingClient PortalWorkflow AutomationBill PayExpense ManagementFund AdministrationAlternative Investment ManagementTechnology Provider

Services

Consolidated ReportingPortfolio ManagementWealth ManagementFamily Office Accounting ServicesPartnership AccountingInvestment AccountingBill Pay AdministrationFund AccountingReporting SupportOperational OutsourcingAccounting Process Optimization

Target Segments

Single Family OfficesMulti-Family OfficesWealth Management FirmsRegistered Investment AdvisorsPrivate BanksTrust CompaniesAlternative Asset ManagersFamily FoundationsUltra-High-Net-Worth Families

Regions Served

North America

Client Types

Private Investment OfficeFamily FoundationUHNW IndividualsInstitutionalSFOMFO

Provider Type

Technology Providers

Tagline

The all-in-one Wealth & Asset management IT platform

Founded

2010

Location

Luxembourg

Verified

Verified

Categories

AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading

Services

—

Target Segments

Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office

Regions Served

—

Client Types

—

Looking at other providers?

Browse Directory