sign inWize vs Altoo 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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Altoo
Category
Consolidated Reporting
Developed and hosted in Switzerland, Altoo prides itself on Swiss precision in intuitive wealth data aggregation and monitoring. Encompassing a range of functions from consolidated reporting, governance, data aggregation to risk management, the software provides simplicity and control to private wealth owners and family offices.
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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
11-50
-
2017
- Owned by management
- Key staff
- Clients
Switzerland
Zug
- Switzerland
- United Kingdom
- Italy
- Germany
- Hong Kong
As the data is encrypted, Altoo is not in the position to calculate this data.
CHF 250m
Client
Focus
Financial advisors
Serves also
- Single family offices
- Multi family offices
- Fund managers
- Banks
Number
- 6 banks
- 66 Family offices/Advisors/Fund managers
Individual Wealth Owners
- Single family offices
- Multi family offices
- Fund managers
- Financial advisors
- Banks
- Trustees
Statistics and reference clients available upon requests
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
- Consolidated Reporting
- Governance
- Data Aggregation
- Risk Management
- Document Management
- Task Management
- Secure Communication
- Consolidation of bankable and non-bankable assets
- Asset Allocation overview
- Independent performance calculation
- Intuitive ‘Explore’ feature to analyse asset/performance
- Safe document storage and tagging
- Monitoring of performance and asset movements
- Cashflow Analyzer (incl. future cashflows)
- Legal Structure overview
- Setup delegate users with partial access
- Non bankable asset overview
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
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
- 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
- Private cloud on own hardware
- Swiss Tier 4 Data Center individual client data encryption HSM
- For more please see https://sec3d.altoo.io
Linux
Java
Scala
SBT
cassandra
akka
grafana
logstash
kibana
- Accounting software
- Portfolio Management Systems
Yes