Bourgeois Boheme Fintech vs WIZE by TeamWork

You are looking for alternatives to Bourgeois Bohème. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Bourgeois Bohème

Accounting

BOBO Famex™ is a private financial and lifestyle platform designed for high-net-worth families and the trusted people around them. Built by two leading European family offices, BOBO was created to solve the everyday complexity that comes with managing wealth across multiple homes, people, and responsibilities.

WIZE by TeamWork

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.1

Founded

2018

Headquarters

Lithuania

Team Size

11-50 employees

Global Reach

While headquartered in Lithuania, BOBO Famex™ operates with a cross-border footprint and serves clients across key HNW hubs globally. The platform is designed to support families and family offices operating in multiple jurisdictions and currencies.

Top 5 Markets

United Kingdom
Germany
France
Sweden
Finland

Ownership

Privately owned by management
Backed by external investors (non-client, non-staff)

News and PR

Social Channels

1000+

2010

Owned by management
Key staff also have ownership

Switzerland

Geneva
Luxembourg
Montréal
Singapore
Zurich

Switzerland
Singapore
Luxembourg
United Kingdom
France

$120 billion

$600 million

Client

Primary

Individual wealth owners
Single-family offices
Multi-family offices

Secondary

Private banks
Fiduciary & advisory firms
Private schooling, real estate & property management companies

Financial advisors

Single-family offices
Multi-family offices
Fund managers
Banks

8 banks
100 family offices/advisors/fund managers

Product

BoBo Essentials

Structure and simplify daily financial operations
Delegate spending securely to staff and household teams
Empower trusted individuals without compromising control and oversight
Enable financial independence for children within clear limits and parental controls
Manage lifestyle and payments through one secure hub
Streamline approvals and reduce back-and-forth admin
Consolidate oversight across properties, people, and accounts
Centralise documentation supporting household expenditure

Users

Family offices
Principals and family members
Household staff and assistants
Professional advisors and external partners

Top Features

Family & Staff Wallets
Instant Wallet Transfers
Customised Spending Controls
Authorised Access Management
Control Hub (Overview, Reporting, Reconciliation, Invoice Docs)
Delegated Payments
Wallets for Younger Family Members
Payment Cards
Payment Devices and Wearables
Unmatched Limits
Streamlined Digital Onboarding
24/7 Human Support
Dedicated Compliance Team
Lifestyle Assistance & Global Concierge
Exclusive Global Events
Preferential Travel Benefits

Reporting & Control

Real-time spend visibility
Transaction overview
Invoice and document storage
PDF & CSV data export
Role-based access for advisors, accountants, and PAs
Detailed user audit reports

Security and Technology

Available on iOS and Android
Cloud-native architecture (GDPR compliant)
Apple Pay, Google Pay, Fitbit, and Garmin Pay compatible
PCI DSS and ISO 27001 compliant
White-label ready
Secure, cloud-based hosting
End-to-end encryption across all transactions and document exchanges

Use Cases

BOBO provides tailored financial solutions for high-net-worth families, managing household expenses and urgent personal requests with a focus on security and efficiency.

Click here to explore.

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

Technology

Security

Available on iOS and Android
Cloud-native architecture (GDPR compliant)
Apple Pay, Google Pay, Fitbit, and Garmin Pay compatible
PCI DSS and ISO 27001 compliant
White-label ready
Secure, cloud-based hosting
End-to-end encryption across all transactions and document exchanges

Type Of Software

SAAS

Integrations

Not at present

Mobile App

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

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

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