Greenlock vs WIZE by TeamWork

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Greenlock logo

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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wealtharc logo

WealthArc

Category
Consolidated Reporting

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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Company
Employees

  • 0-10

Founded

  • 2022

Locations

  • Zurich

Top 5 Markets

  • Switzerland,
  • France,
  • United Kingdom,
  • United States of America,
  • Luxembourg

Ownership

  • Owned by management


  • 11-50


–


  • 2015


  • Clients are also owners


  • Switzerland


  • Zurich
  • Warsaw


  • Luxembourg
  • Monaco
  • Switzerland
  • United Arab Emirates
  • United States of America


  • $14 billion


–

Client
Focus

  • Multi-family offices

Secondary focus

  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices


  • Independent financial advisors
  • Registered investment advisors


  • Multi-family offices
  • Independent financial advisors
  • Fund managers
  • Banks


  • 43 IFAs
  • 2 banks
  • 4 MFOs
  • 1 fund manager

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


  • Consolidated reporting
  • CRM
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Trading (execution on platform)
  • Data aggregation
  • Risk management


  • Automated reconciliation of portfolio data
  • Consolidation of bankable and non-bankable assets
  • Independent performance calculation
  • Portfolio Analysis
  • Document Management
  • Invoicing
  • Investment Limits / Guidelines
  • Model portfolios & rebalancing
  • Trade execution
  • CRM – KYC, notes, documents, history of client interactions
  • Legal Structure overview
  • Client Portal
  • Advanced user management (functionality and data access)


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectables (e.g. luxury cars, boats, high-value jewellery)


  • MiFID II
  • GDPR
  • FinSA/FinIA


  • Yes

Technology
Type Of Software

  • Serviced software,
  • SAAS

Integrations

  • Greenlock is a cloud-based solution, no extra integration is needed.

Mobile App

  • No


  • SaaS


  • We never import any sensitive data from custodians
  • Client sensitive data are stored in different data base server than portfolio data
  • AES 256 data encryption
  • 2 steps identification process (password + SMS code)
  • Local storage of data in Microsoft servers
  • Encrypted data in transit and at rest


  • Microsoft


  • Office 365 integration
  • Side by side integration with Refinitiv Eikon


  • No