WIZE by TeamWork vs Ethic
You are looking for alternatives to WIZE by TeamWork. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
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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Ethic is working toward a future where all investing is sustainable investing. Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.
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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
Client
Focus
- Financial advisors
Serves also
- Single-family offices
- Multi-family offices
- Fund managers
- Banks
Number
- 8 banks
- 100 family offices/advisors/fund managers
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
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
