Greenlock vs WIZE by TeamWork
You are looking for alternatives to Greenlock. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Greenlock
Category
Consolidated Reporting
The financial intermediaries thrive on opacity — beneficiaries almost never see the true cost of inefficiency. Hidden fees, suboptimal strategies, and conflicts of interest are not exceptions but widespread practices, whether due to oversight or intent. We implement a comprehensive audit system, using proprietary fee benchmarks on 100+ private wealth datapoints, enabling the recovery of lost capital due to inefficiency and delivering a 10–30x return on the cost of our services.
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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.1
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Employees
- 0-10
Founded
- 2022
Locations
- Zurich
Top 5 Markets
- Switzerland,
- France,
- United Kingdom,
- United States of America,
- Luxembourg
Ownership
- Owned by management
- 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
- Multi-family offices
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices
- Financial advisors
- Single-family offices
- Multi-family offices
- Fund managers
- Banks
- 8 banks
- 100 family offices/advisors/fund managers
Product
Main Tasks
- Data Aggregation,
- Consolidated Reporting,
- Portfolio & Cost Analysis,
- Risk Management
Top features
- Custom Reports,
- Digital Excellence,
- Full Multi-Currency Support,
- Ability to Whitelabel,
- Transparency,
- Visionary Purpose,
- Proven Agility,
- Custom Development Service
Assets supported
- Alternatives,
- Bankable or Financial Assets & Funds,
- Cash & Equivalents,
- Commercial,
- Commodities,
- Cryptocurrency,
- Digital Assets & Crypto Currency,
- Equities,
- Fixed Income,
- Foreign Exchange,
- Hedge Funds,
- Insurance,
- Private Debt,
- Private Equity,
- Private Equity & Direct Investments,
- Private Equity Funds,
- REITS,
- Real Estate,
- Venture Capital,
- Other
Whitelabel
- Yes
- 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
- Serviced software,
- SAAS
Integrations
- Greenlock is a cloud-based solution, no extra integration is needed.
Mobile App
- No
- 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
- Yes