WIZE by TeamWork vs SEI – Archway Platform℠

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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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sei

SEI – Archway Platform℠

Category
Consolidated Reporting

Developed in the USA, SEI's Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions. SEI's platform efficiently handles complex partnerships, portfolios, and corporate accounting alongside investment management and multi-asset class data aggregation.

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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


  • 500+


  • $1.92 billion


  • 1968


  • Owned by a larger corporation


  • United States of America


  • Indianapolis
  • Denver
  • Chicago
  • San Francisco
  • Malvern
  • Oaks
  • New York
  • Toronto
  • Hong Kong
  • Dublin
  • Johannesburg
  • London
  • New Delhi


  • States of America
  • United Kingdom


  • $555 billion (assets on the Archway Platform)


  • $1 billion+ (based on users of the Archway Platform)

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


  • Individual wealth owners
  • Multi-family offices
  • Financial advisors
  • Fund managers
  • Banks


  • 225

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
  • Consolidated reporting
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Data aggregation
  • Ownership look-through


  • Customizable chart of accounts
  • Flexible, automated multi-level reporting including financial statements, allocation, holdings, performance and risk reports
  • Partnership, investment and corporate accounting
  • Look-through for complex nested ownership structures
  • Cash management including transfers and gifting
  • Consolidated net worth tracking across assets, accounts, custodians, geographies and currencies
  • Alternative investment tracking and reporting
  • Accounts payable including bill payment
  • Flexible delivery options (SaaS, outsourced, hybrid)


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Hedge funds
  • Fixed income
  • Derivatives
  • Personal assets
  • Operating companies


  • Highly configurable application to support multiple regulatory compliance frameworks


  • 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


  • Serviced software
  • SaaS


-


  • Proprietary


  • Data enrichment sources
  • Banks custodians
  • brokerage firms
  • Order management systems
  • Data warehouses
  • Pricing sources
  • Third party data aggregators
  • CRM systems
  • Industry-specific software (oil & gas, property management, manufacturing, etc.)
  • Tax software
  • Financial planning tools


  • Yes