Landytech vs WIZE by TeamWork

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

Landytech

Portfolio Management

Landytech is a financial technology company empowering family offices to make informed investment decisions on a single version of the truth. Its solution, Sesame, is the investment reporting platform that brings clarity to complex wealth.

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

101 -150

Revenue

–

Founded

2018

Ownership

Owned by management
External investors

Incorporated

United Kingdom

Locations

London
Paris

Top markets

United Kingdom
France
Switzerland
Channel Islands (Jersey, Guernsey)
Germany

Total AUM

$100 billion

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

Serves also

Multi-family offices
Fund managers

Number

Financial advisors

Single-family offices
Multi-family offices
Fund managers
Banks

8 banks
100 family offices/advisors/fund managers

Product

Main Tasks

Accounting
Bookkeeping
Cash Flow Management
Data Consolidation
Private Asset Reporting
Look-through Ownership Structures
Document Management
Portfolio Analysis

Top features

Ability to whitelabel
Custom reports
Full multi-Currency support

Assets supported

Bankable or financial assets & funds
Foreign exchange
Lifestyle assets & rare collectibles
Private equity & direct investments
Real Estate

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

–

Ecosystem

–

Integrations

Reporting systems
Ledger systems
Administrative systems
ERP
Portfolio management systems

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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Landytech vs WIZE by TeamWork

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

Landytech

Category

Portfolio Management

WIZE by TeamWork

Category

Portfolio Management

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main Tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App