Point vs WIZE by TeamWork

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

Point

Data Aggregation

Wealth and asset managers face challenges in organising and unlocking the value trapped in complex investment data. The Point Investment Data Intelligence (IDI) platform unlocks this value by streamlining data aggregation, analysis, reporting and sharing.

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

0-10

Revenue

–

Founded

2017

Ownership

Owned by management
Key staff have ownership
External investors

Incorporated

Locations

Top markets

UK
Switzerland
UAE
USA

Total AUM

–

Avg. AUM per client

–

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

Single-family offices,
Multi-family offices,
Private Banks,
Wealth Consolidators

Secondary focus

Asset servicing companies, trusts,
Investment & Financial Advisors (RIAs/IFAs)

Number of clients

0 – 10

Financial advisors

Single-family offices
Multi-family offices
Fund managers
Banks

8 banks
100 family offices/advisors/fund managers

Product

Main Tasks

Data Aggregation
Investment Book of Record (IBOR)
Advanced Portfolio Analysis
Consolidated Total Wealth Client Reporting
Data Sharing & Integration

Top features

Data Aggregation & Reconciliation
Independent Investment Book of Record (IBOR)
AI Data Assistant
Consolidated Client Reporting
Custom Client Reporting
Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
Multi-geography & Multi-currency
Open Data Sharing & Integration

Assets supported

Bankable or Financial Assets & Funds
Private Equity & Direct Investments
Real Estate
Foreign Exchange
Lifestyle Assets & Rare Collectibles

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
Serviced Software

Security

Hosted on Azure
Encrypted
Multi-factor Authentication

Ecosystem

–

Integrations

Custom: Point API Open Data Sharing Toolkit
Expersoft PM1
Orca
Moneyinfo
Investglass CRM

Mobile App

Yes (via integration partner)

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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