WIZE by TeamWork vs Landytech

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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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landytech

Landytech

Category
Portfolio Management

Landytech is a financial technology company empowering family offices to make informed investment decisions on a single version of the truth. Its solution, Sesame, is the investment reporting platform that brings clarity to complex wealth.

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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


  • 101 -150


–


  • 2018


  • Owned by management
  • External investors


  • United Kingdom


  • London
  • Paris


  • United Kingdom
  • France
  • Switzerland
  • Channel Islands (Jersey, Guernsey)
  • Germany


  • $100 billion


–

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
  • Fund managers


  • 70+

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
  • Bookkeeping
  • Cash Flow Management
  • Data Consolidation
  • Private Asset Reporting
  • Look-through Ownership Structures
  • Document Management
  • Portfolio Analysis


  • Ability to whitelabel
  • Custom reports
  • Full multi-Currency support


  • Bankable or financial assets & funds
  • Foreign exchange
  • Lifestyle assets & rare collectibles
  • Private equity & direct investments
  • Real Estate


–


  • 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


–


–


  • Reporting systems
  • Ledger systems
  • Administrative systems
  • ERP
  • Portfolio management systems


  • No