WIZE by TeamWork vs Bill.com

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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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BILL

Category
Accounting

Bill (NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB). Our tailored offering for wealth management firms supporting high-net-worth clients, enables firms to shift from a cumbersome andtime-intensive approach to an automated and secure bill payment process.

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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


  • 500+


  • $157 million (2020)


  • 2006


  • Public company (NYSE: BILL)


  • United States of America


  • San Jose, California & Houston, Texas (USA)


  • United States of America


-


-

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
  • Independent financial advisors
  • Registered investment advisors


  • Individual wealth owners
  • Banks


  • More than 110k small and mid-sized segments
  • More than 2.5 million network members

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


  • Accounting
  • Data aggregation
  • Consolidated reporting


  • Efficient AP/AR end-to-end workflows
  • Multiple payment options (e.g., check, ACH, wires, virtual card)
  • Advanced, customizable approval workflows
  • Automatic sync with key accounting systems
  • Intelligent virtual assistant eliminates data entry
  • Unlimited online document storage
  • Easy audit-ready trails
  • Online and mobile access
  • Robust reporting options
  • In-product live chat
  • Simple onboarding and fast setup




  • 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


  • SaaS


  • 2-factor authentication & single-sign-on (SSO)
  • SOC 1 and SOC 2 attested
  • Encrypted using Transport Layer Security (TLS)
  • Protection against check fraud using automated Positive Pay service
  • Partners with a PCI certified vendor for credit card payments
  • More information here



  • General ledger (automated sync): QuickBooks, Xero, Sage Intacct, NetSuite, Microsoft GP/BC
  • CRM: Salesforce, Proposify
  • Spend/expense management: Divvy, Expensify, Tallie, ReceiptBank
  • Document storage: Hubdoc
  • Mailing: Earth Class Mail
  • Project management: WorkflowMax
  • Tax 1099


  • iOS
  • Android

Simple solutions for complex times.