WIZE by TeamWork vs Fincite

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

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.

Fincite

Portfolio Management

Fincite solves challenges family offices are facing within their wealth management, advisory, or even self-execution services with the means of intelligent software. From onboarding (risk profile, sustainability preferences, KYC, AML, etc.), advice (automated investment proposal or wealth forecast), investment (portfolio optimizations or rebalancing), order execution (FIX, SWIFT or direct custodian connection) as well as regular reporting (portfolio aggregation and analysis). Their software offering is 100% modular.

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 million

2016

Owned by management
External investors (neither clients nor staff)

Germany

Frankfurt

Germany
United States of America
DACH
Nordics
Dutch

–

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

Individual wealth owners
Single family offices
Multi-family offices
Investment & Financial Advisors (RIAs/IFAs)
Custodians
Banks
Brokerages

30 clients around the globe, thereof 5 international universal banks, 7 private banks, 4 wealth managers, 1 broker pool, 7 advisors.

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

Customer Onboarding
Portfolio management
Order execution

Ability to Whitelabel
Custom Development Service
Custom Reports
Digital Excellence
Full Multi-Currency Support
Mobile App
Proven Agility
Sustainability
Real-time analytics
Asset class aggregation
Client Portal

Alternatives
Bankable or Financial Assets & Funds
Cash & Equivalents
Digital Assets & Crypto Currency
Equities
Fixed Income
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Private Equity & Direct Investments
Real Estate

MiFID II
GDPR

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

SaaS

Microsoft
SAP
Java
Other

There is no system we would not integrate with our flexible API data model, e.g. Microsoft Dynamics for CRM, Triple A for PMS/ OMS

Yes

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WIZE by TeamWork vs Fincite

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

Fincite

Category

Portfolio Management

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App