WealthSpectrum vs WIZE by TeamWork

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WealthSpectrum

WealthSpectrum

Category
Accounting

WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs of UHNW families. With advanced features for investment management, reporting, and analytics, we help wealth owners preserve and grow wealth with continuous monitoring and tracking.

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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

  • 50-100

Revenue

-

Founded

  • 1990

Incorporated

-

Locations

  • India

Top 5 Markets

  • India,
  • Singapore,
  • United Arab Emirates,
  • Mauritius,
  • Ireland

Total AUM

  • 300B+

Avg. AUM per client

-

Ownership

  • Owned by management


  • 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

  • Investment & Financial Advisors (RIAs/IFAs)

Secondary focus

  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Fund managers,
  • Custodians,
  • Banks,
  • Brokerages

-


  • Financial advisors


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


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

Product
Main Tasks

  • Advisors,
  • Asset Managers,
  • Consolidated Reporting,
  • Investment Platform,
  • Portfolio & Cost Analysis

Top features

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

Assets supported

  • Alternatives,
  • Cash & Equivalents,
  • Commodities,
  • Developed Markets,
  • Equities,
  • Developing Markets,
  • Direct Private Equity,
  • Fixed Income,
  • Hedge Funds,
  • Private Debt,
  • Private Equity,
  • Private Equity Funds,
  • Venture Capital

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

Ecosystem

-

Integrations

  • Office 365 SSO,
  • CRM,
  • Sales Force

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