Wize 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

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.

Altoo

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.

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

11-50

2017

Owned by management
Key staff
Clients

Switzerland

Switzerland
United Kingdom
Italy
Germany
Hong Kong

As the data is encrypted, Altoo is not in the position to calculate this data.

CHF 250 million

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
Fund Managers
Financial Advisors
Banks
Trustees

150+

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
Governance
Data aggregation
Risk management
Document management
Task management
Secure communication

Consolidation of bankable and non-bankable assets
Asset allocation overview and monitoring
Independent performance calculation
Intuitive ‘Explore’ feature to analyse asset/performance
Safe document storage and tagging
Monitoring of performance and asset movements
Cashflow analyzer/future cashflows reporting
Private equity reporting
Legal structure overview
Setup delegate users with partial access

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Any asset class is supported
40+ types of bankable and non-bankable assets

GDPR

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

SaaS

Private cloud on own hardware
Swiss Tier 4 Data Center individual client data encryption HSM
2FA and 3FA available
For more, please see: https://sec3d.altoo.io

Linux
Java
Scala
SBT
cassandra
akka
grafana
logstash
kibana

Accounting software
Portfolio management systems

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