WIZE by TeamWork vs Nasdaq for Family Offices

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.

Nasdaq for Family Offices

Portfolio Management

Nasdaq Asset for Family Offices helps family offices modernize their workstreams through unparalleled analytics & data-driven intelligence across all asset classes, without driving up staff costs.

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+

1971

Owned by a larger corporation

United States of America

New York
Atlanta
Dallas
London
Edinburgh
Tacoma
Hong Kong
Charlottesville
Sydney

Client

Focus

Financial advisors

Serves also

Single-family offices
Multi-family offices
Fund managers
Banks

Number

8 banks
100 family offices/advisors/fund managers

Pensions
Foundations
Endowments
Family Offices
OCIOs
Financial Advisors
Sovereign Wealth
Funds
Superannuations
Insurers

Single-family offices
Multi-family offices
Independent financial advisors
Registered investment advisors
Fund managers
Banks

1000+

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

Consolidated reporting
Portfolio management
Risk management
Impact/ESG reporting

Data aggregation and management
Manager due diligence
Multi-asset class Portfolio analytics
Modelling future outcomes
Keeping shareholders informed
Focusing team resources
Centralized document management

Bankable assets
Private equity
Real estate

GPDR

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

Serviced software
SAAS

Several integrations are provided. Reach out if you are interested in learning about our integrations.

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WIZE by TeamWork vs Nasdaq for Family Offices

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

Nasdaq for Family Offices

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