Wize vs Eton Solutions 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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Eton Solutions
Category
Fully Integrated Platform
USA-based Eton Solution's platform AtlasFive, leverages technology and processes for efficient transaction processing, data collection and reporting. Powered by risk-mitigating workflows and A.I, Atlas Five solves one of the most common industry challenges: inefficiency and a lack of timely and accurate data.
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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
- 400+
- 2015
- Owned by management
- Key staff also have ownership
- Clients are also owners
- External investors (neither clients nor staff)
- Navis Capital Partners
- United States of America
- Chapel Hill, North Carolina
- Bangalore, India
- Singapore
- Dubai
- United States of America
- Switzerland
- India
- Singapore
- Hong Kong
- $936 billion
- $100 Million – $80 Billion
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
- Multi-family offices
- Wealth Owners
- Registered Investment Advisors
- Business Managers
- Trust Companies
- Financial Institutions
- Big 4 Accounting & Professional Services Firms
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
- Cybersecurity and Privacy
- Cloud Native
- Artificial Intelligence
- Business Continuity and Disaster Recovery
- Entity and Relationship Management
- Security Master Management
- Workflows and Audit Trails
- Data Integration and Aggregation
- Virtual Office
- Integrated Transaction Processing
- Integrated Document Management
- Integrated General Ledger Accounting
- Integrated Trust Accounting
- Integrated Partnership/Fund Accounting
- Integrated Portfolio Management and Performance Reporting
- Integrated Cash Management
- Integrated Tax Ledger
- Integrated Private Loan Module
- Client Reporting, including Multi-Currency
- Cybersecurity and Privacy
- Azure Cloud Native Single Tenanted Architecture
- Local Data Residency with In-Country Hosting
- Proactive 24 x 7 Monitoring, including AI-driven Threat Intelligence
- Integrated Single Sign-On (SSO), Multi-Factor Authentication (MFA) and Customer Supplied Encryption Keys
Artificial Intelligence
- EtonGPT™ – Generative AI Assistant
- Patent Pending Contextual OCR Technology for automated document processing
- Patent Pending Dynamic Visualization
Entity and Relationship Management
- Supports all types of entities such as Individuals, LLCs, Partnerships, Trusts, Foundations, Operating Companies, etc.
- Customizable Chart of Accounts
- Related Parties Tracking
Data Integration
- Automated data feed processing and aggregation
- Mechanisms supported SFTP, APIs and Bulk Upload
- Historical Data Migration
Document Management
- Stores 250+ document type with role-based access control
- Automated indexing, classification, and tagging of documents
- Semantic Search with EtonGPT
General Ledger Accounting
- Automated Journal Entries
- Financial Statements, including Financial Statement Groupings
- Omnibus Accounting
Trust Accounting
- Structured repository for Beneficiaries, Grantors, and Trustees
- Trust Income Distribution Calculation and Execution
- Annual Account Reviews in accordance with Regulation 9 (Reg 9)
Partnership/Fund Accounting
- Capital Call, Capital Distribution and Manager Statement Processing
- Income and Distribution Calculation and Distribution (Pro Rata to Waterfall Method)
- Capital Commitment Grid
Portfolio Management and Performance Reporting
- Multi-Asset Class Security Master, including custom fields
- Investment Objectives and Benchmarks
- Total net worth performance, including Look Thru and Roll up reporting
Cash Management
- Payment methods supported (Check Printing, ACH, Domestic Wires, International Wires, Account Transfers, Check Positive Pay)
- BILL Integration
- Fee Billing
Tax Ledger
- Automated Tax Classification, customizable to local jurisdiction
- Canadian Average Tax
- 1099 Preparation
Operations
- Reconciliation, including Exception Management and Period Close
- Cash Flow Forecast
- Trade Capture
Client Reporting
- Digital Channels – iPad, Mobile App, Client Portal, including secure messaging
- Power BI Dashboards, including Paginated Reports
- APIs and Excel Plugins
- All asset classes are supported on the platform with over 30+ attributes, including custom fields
- Liquid investments (Equities, Bonds/Fixed Income, Cash, T-Bills, ETFs, etc.)
- Illiquid investments (Hedge Funds, Fund of Funds, Private Equity, Real Estate, Insurance, etc.)
- Personal Assets (Cars, Private Jet, Yacht, Residences, Jewelry, Art, etc.)
- Industry Certifications: SOC2, ISO27001, ISO27701
- Adheres to GDPR, OSPAR, NY DFS, CSA STAR, FED RAMP and CCPA standards
- Yes (Tenant Portal, Client Portal, Mobile App, iPad, Paginated Reports)
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
- Microsoft Azure Cloud Native Architecture (CNA)
- Fort Knox Cyber Security
- Customer supplied encryption keys (CSEK)
- Disaster Recovery and Business Continuity
- Pro-active 24×7 Monitoring of client data
- Trusted Security and Computing Infrastructure
- Integrated Single Sign-On (SSO) and Multi-Factor Authentication
- (MFA)
- Inheritable Maturity – SOC2, ISO27001 and ISO27701 Certified
- AI-Driven Threat Intelligence
- Fine Granular Access with Entity Level Visibility
- Local Data Residency with In-Country Hosting
- Microsoft Azure
- Incoming bank feeds from many custodians and banks
- Electronic Funds Transfer, WIRE/SWIFT, account transfer and bill pay with multiple banks
- Integration with market data sources
- Bill.com
- Advisor Peak
- AtlasFive APIs
- Yes
