IQ-EQ vs WIZE by TeamWork

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IQ-EQ

IQ-EQ

Category
Outsourced solutions

IQ-EQ combines one of the best in class accounting systems for closed-end funds or private assets (FIS Investran) and open-ended funds or public securities (Paxus) with best in class online visualisation technology. No need for in-house developers, as we have our own development team.

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WIZE Logo

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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Company
Employees

  • 5000+

Revenue

-

Founded

  • 1896

Incorporated

-

Locations

  • Amsterdam
  • Belfast
  • Bermuda
  • British Virgin Islands
  • Brussels
  • Cape Town
  • Cayman Islands
  • Cebu City
  • Curacao
  • Dallas, Texas
  • Dubai
  • Dublin
  • Geneva
  • GIFT City
  • Guernsey
  • Hyderabad
  • Isle of Man
  • Jersey
  • London
  • Luxembourg
  • Miami
  • Mumbai
  • Newcastle
  • New York
  • Nicosia
  • Paris
  • Pasig City
  • Port Louis
  • Shanghai
  • Sheung Wan
  • Singapore
  • Tokyo

Top 5 Markets

  • United Kingdom
  • United States of America
  • Singapore
  • Luxembourg
  • United Arab Emirates

Total AUM

-

Avg. AUM per client

-

Ownership

  • Key staff also have ownership
  • Owned by a larger corporation


  • 1000+


-


  • 2010


  • Owned by management
  • Key staff also have ownership


  • Switzerland


  • Geneva
  • Luxembourg
  • MontrĂ©al
  • Singapore
  • Zurich


  • Switzerland
  • Singapore
  • Luxembourg
  • United Kingdom
  • France


  • $120 billion


  • $600 million

Client
Focus

  • Single-family offices

Secondary focus

  • Individual wealth owners,
  • Single-family offices
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs)
  • Fund managers
  • Banks
  • Pensions
  • Endowments
  • Foundations
  • Funds of funds

-


  • Financial advisors


  • Single-family offices
  • Multi-family offices
  • Fund managers
  • Banks


  • 8 banks
  • 100 family offices/advisors/fund managers

Product
Main Tasks

  • Consolidated Reporting
  • Data Aggregation
  • Portfolio & Cost Analysis
  • Developers
  • Data
  • Compliance
  • Investing Technology
  • Real Estate

Top features

  • Mobile App
  • Custom Reports
  • Full Multi-Currency Support
  • Custom Development Service
  • Ability to Whitelabel

Assets supported

  • Art & Collectables
  • Alternatives
  • Bankable or Financial Assets & Funds
  • Cash & Equivalents
  • Commercial
  • Commodities
  • Rating Agency
  • Impact Funds & Deal Platform
  • Developed Markets
  • Developing Markets
  • Direct Private Equity
  • Fixed Income
  • Foreign Exchange
  • Equities
  • Hedge Funds
  • Gold & Precious Metals
  • Infrastructure
  • Insurance
  • Lifestyle Assets & Rare Collectibles
  • Private Debt
  • Private Equity
  • Private Equity & Direct Investments
  • Private Equity Funds
  • Real Estate,
  • REITS
  • Warehousing & Industrial
  • Venture Capital
  • Residential

Compliance

-

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

Ecosystem

-

Integrations

  • IQ-EQ Navigator
  • IQ-EQ gVUE
  • IQ-EQ Compass
  • IQ-EQ Connect
  • Max Comply
  • Yardi
  • ALLVUE
  • Diligend
  • Enfusion
  • Box
  • Snowflake
  • Novata
  • Power BI
  • Freyda
  • FIS Capital Suite
  • Trident Connect
  • Tableau

Mobile App

  • Yes

-


  • 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