WIZE by TeamWork vs AgilLink

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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.

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agillink logo

AgilLink

Category
Accounting

AgilLink enables firms to scale their bill pay and client accounting operations while adding more control and security. Our solution automates the bill payment lifecycle by integrating document imaging, approval workflow, embedded banking, financial accounting and investment data integration.

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Company
Employees

  • 1000+

Revenue

-

Founded

  • 2010

Ownership

  • Owned by management
  • Key staff also have ownership

Incorporated

  • Switzerland

Locations

  • Geneva
  • Luxembourg
  • Montréal
  • Singapore
  • Zurich

Top markets

  • Switzerland
  • Singapore
  • Luxembourg
  • United Kingdom
  • France

Total AUM

  • $120 billion

Avg. AUM per client

  • $600 million


50-100


-


1976


An RBC company and affiliate of City National Bank


United States of America


El Segundo, California


United States


-


-

Client
Focus

  • Financial advisors

Serves also

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

Number

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


Multi-family offices


  • Single family offices
  • Investment & Financial Advisors (RIAs/IFAs)


Over 300 clients and 5000 users

Product
Main tasks

  • Data aggregation
  • Accounting
  • Consolidated reporting
  • CRM
  • Governance
  • Compliance
  • Portfolio management
  • Trading (order only)
  • Risk management

Top features

  • 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

Assets supported

  • All financial assets
  • Private equity
  • Real estate
  • Rare collectibles
  • Loans
  • Mortgages
  • Insurances
  • Credit cards

Compliance

  • MiFID II
  • FinSA/FinIA
  • UCITS

Whitelabel

  • Yes


  • Accelerator
  • Data aggregation
  • Portfolio management
  • Consolidated reporting
  • Accounting


  • Integrated accounting
  • Mobile App
  • Transparency
  • Data aggregation and management
  • Consolidated and bespoke reporting


  • Alternatives
  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectables (luxury cars, boats, high-value jewellery)


-


Yes

Technology
Type Of Software

  • Serviced software
  • SAAS
  • Fully standalone

Security

  • 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

Ecosystem

  • Java
  • Linux

Integrations

  • 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

Mobile App

  • Yes


Serviced software, SAAS


-


-


  • Addepar
  • Risclarity
  • InvestLink


Yes