WIZE by TeamWork vs eXeer by Point Group
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.
Read more
Point
Category
Data Aggregation
The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth. eXeer acts as the family offices ‘data keystone’, it delivers three core capabilities. One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers.
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
- 0-10
–
- 2017
- Owned by management
- Key staff have ownership
- External investors
- UK
- UK
- UK
- Switzerland
- UAE
- USA
–
–
Client
Focus
- Financial advisors
Serves also
- Single-family offices
- Multi-family offices
- Fund managers
- Banks
Number
- 8 banks
- 100 family offices/advisors/fund managers
- Single-family offices,
- Multi-family offices,
- Private Banks,
- Wealth Consolidators
- Asset servicing companies, trusts,
- Investment & Financial Advisors (RIAs/IFAs)
- 0 – 10
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
- Data Aggregation
- Investment Book of Record (IBOR)
- Advanced Portfolio Analysis
- Consolidated Total Wealth Client Reporting
- Data Sharing & Integration
- Data Aggregation & Reconciliation
- Independent Investment Book of Record (IBOR)
- AI Data Assistant
- Consolidated Client Reporting
- Custom Client Reporting
- Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
- Multi-geography & Multi-currency
- Open Data Sharing & Integration
- Bankable or Financial Assets & Funds
- Private Equity & Direct Investments
- Real Estate
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
–
- 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
- Serviced Software
- Hosted on Azure
- Encrypted
- Multi-factor Authentication
–
- Custom: Point API Open Data Sharing Toolkit
- Expersoft PM1
- Orca
- Moneyinfo
- Investglass CRM
- Yes (via integration partner)