Wize vs Addepar Comparison
You are looking for alternatives to Wize. 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.
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Addepar
Category
Consolidated Reporting
Based in the USA, Addepar is a wealth management platform that infuses complex financial information with transparency. By connecting data, technology and people, it facilitates informed decisions through actionable insights and tailored reporting allows multi-generational family offices to achieve their objectives.
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Employees
11-50
Revenue
-
Founded
2010
Ownership
- Owned by management
- Key staff also have ownership
Incorporated
Switzerland
Locations
- Geneva
- Luxembourg
- Montréal
- Singapore
- Zurich
Top 5 Markets
- Switzerland
- Singapore
- Luxembourg
- United Kingdom
- Hong Kong
Total AUM
$40B
Avg. AUM per client
$600M
100-500
-
2009
- Owned by management
- Key staff also have ownership
- External investors
United States
- New York
- Salt Lake City
- Mountain View
- United States
- Canada
- Switzerland
- Brazil
- United Kingdom
$2tr
-
Client
Focus
Financial advisors
Serves also
- Single family offices
- Multi family offices
- Fund managers
- Banks
Number
- 6 banks
- 66 Family offices/Advisors/Fund managers
- Single-family offices
- Multi-family offices
- UHNW Individuals
- Private Banks
- Broker-Dealers
- Registered Investment Advisors (RIAs – US)
- Asset Managers
+400
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 & Management
- Portfolio Analysis
- Consolidated Reporting
- Governance
- Data Aggregation
- Portfolio Analysis
- Multi-Currency-Mulit-Asset Class Modeling
- Ownership Structure Modeling
- Customized Reporting
- Client Portal
- Mobile and Tablet apps
- File and Document Management
- Alternatives Marketplace
- Bankable Assets
- Private Equity
- Hedge Funds
- Real Estate
- Fixed Income
- Equities
- Private Direct Company
- Rare Collectables (luxury cars, boats, high-value jewelery)
-
No
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
- Sage BOB 50 (accounting)
- ELO (workflows)
- Investment Navigator (mutual funds selection)
- Bearing Point (CRS, Fatca, Tax reporting)
- FinQuartz (news)
- Performance Watcher (peers comparison)
- Other software on request
Mobile App
Yes
SaaS
- Hosted on AWS
- 2-factor authentication & single-sign-on (SSO)
- Encrypted data in transit and at rest
- SOC 2 Type 2 Certification
Java
- CRM: Salesforce, Practifi, Salentica
- Trading & Rebalancing: RedBlack, Blaze
- ALTs Data Management: PCR, Canoe, Strata
- Financial Planning: eMoney, MoneyGuide Pro, Libretto
- Risk Management: RCI, Hidden Levers, Jacobi
- General Ledger: QuickBooks, Sage
- Custodial Portals: Fidelity, Schwab, Pershing
- UMA/SMA: Adhesion
- Custom Integrations: Addepar API Toolkit
Yes