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
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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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Altoo, family office software, portfolio management software, consolidated reporting software

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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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

  • 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 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

  • Individual wealth owners

  • Single-family offices
  • Multi-family offices
  • Fund managers
  • Financial advisors
  • Banks
  • Trustees

  • 100+
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 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)

  • 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

  • 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

  • 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
Simple solutions for complex times.