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.
Read moreAgilLink
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.
Read moreCompany
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