DiliTrust SAS vs WIZE by TeamWork

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

DiliTrust

Artificial Intelligence

DiliTrust is a European legal tech leader with a worldwide footprint. We offer simple, flexible and reliable SaaS solutions and services to support corporate legal practitioners in their digital transformation, optimising legal activities and corporate governance.

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

Employees

100-500

Revenue

Founded

1995

Incorporated

Locations

Paris
Milan
Dubai
Madrid
Mexico City
Wilmington
Munich
Montreal

Top Markets

France
Italy
United States of America

Total AUM

Avg. AUM per client

Ownership

Key staff also have ownership

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

Focus

Secondary focus

Single-family offices
Multi-family offices
Banks
Foundations
Software and technology providers
Other

Financial advisors

Single-family offices
Multi-family offices
Fund managers
Banks

8 banks
100 family offices/advisors/fund managers

Product

Main Tasks

Compliance

Top features

Board meeting management
Contract automation
Automated Workflows
Delegation of authorities
Visual ownership view

Compliance

Whitelabel

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

Type Of Software

SAAS

Ecosystem

Integrations

Outlook
Hubspot
Salesforce
Microsoft Dynamics
Google suite
E-signature providers
Office 365

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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