Landytech vs WIZE by TeamWork
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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
Read moreCompany
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
- 70+
- 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
- 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
- SAAS
- Serviced software
Security
–
Ecosystem
–
Integrations
- Reporting systems
- Ledger systems
- Administrative systems
- ERP
- Portfolio management systems
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