Lombard Odier vs Wize Comparison

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

Go back to Global Asset+ by Lombard Odier

Global Asset+ by Lombard Odier

Consolidated Reporting

Swiss based Lombard Odier - Global Assets+ solution, catered to professional investors, private clients or family offices, is underpinned by a unique combination of operational capabilities, investment expertise, flexibility and cutting-edge multi-currency banking technology, designed and developed by Lombard Odier.

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.

Employees

500+

Revenue

$235 million (2020)

Founded

1796

Ownership

Owned by management

Incorporated

Switzerland

Locations

Geneva
Zurich
Brussels
London
Luxembourg
Paris
Madrid
Dubai
Abu-Dhabi
Hong-Kong
Singapore
Tokyo
Bermuda
Nassau

Top 5 Markets

Switzerland
United Kingdom
Singapore
France
Denmark

Total AUM

G2 Pro – our wealth and investment platform fully developed internally in close collaboration with our business lines –allows managing more than #350 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

Individual wealth owners
Multi-family offices

Number of clients:

200+

Financial advisors

Single-family offices
Multi-family offices
Fund managers
Banks

8 banks
100 family offices/advisors/fund managers

Product

Main tasks

Accounting
Consolidated reporting
Portfolio management
Trading (execution on platform)
Data aggregation
Risk management
Impact/ESG reporting

Top features

Dynamic analysis, easy access to financial data
Execution monitoring
Instant consolidation of a large number of portfolios/investments
Historical performance, allocation, and portfolio exposure trends
Detailed performance contribution/attribution across asset classes, countries and currencies breakdowns
Fund look through
Bespoke costs monitoring
Ex-post and ex-ante risk metrics
Dedicated investment guidelines monitoring
Powerful reporting solutions to create personalized reports

Assets supported

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

Compliance

MiFID II
GDPR
FinSA/FinIA
AIFMD
UCITS

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

Security

Regulated by the Swiss Financial Market Supervisory Authority (FINMA)
Experts leverage both inside the organisation and through networks of subject matter experts
ISAE 3000 Report on Client Data Security Controls (Type II) on a yearly basis

Ecosystem

Microsoft
IBM
Java

Integrations

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

In the media

Simple solutions for complex times.

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Lombard Odier vs Wize Comparison

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

Global Asset+ by Lombard Odier

Category

Consolidated Reporting

WIZE by TeamWork

Category

Portfolio Management

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number of clients:

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.

Reads

Companies

Community

Lombard Odier vs Wize Comparison

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

Global Asset+ by Lombard Odier

Category

Consolidated Reporting

WIZE by TeamWork

Category

Portfolio Management

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number of clients:

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.