Wize vs Eton Solutions Comparison

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WIZE Logo

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 Logo

Eton Solutions

Category
Portfolio Management

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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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

  • 100–500

  • $10 million+

  • 2015

  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
  • External investors (neither clients nor staff)
  • Navis Capital Partners is also an owner

  • United States of America

  • Chapel Hill
  • Bangalore

  • Canada
  • United States of America
  • New Zeland
  • Switzerland

  • $450 billion

  • $1–20 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
  • Financial advisors
  • Trust companies

  • 390 families
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

  • Accounting
  • Consolidated reporting
  • CRM
  • Governance
  • Compliance
  • Portfolio management
  • Data aggregation
  • Risk management
  • Transaction processing
  • Dynamic integrated workflow management
  • Alternative asset management and tracking
  • Document management and AI assisted search
  • Performance reporting

  • CRM
  • Document management
  • General ledger data
  • Aggregation
  • Partnership and trust accounting
  • A/P – payments processing
  • Consolidated reporting
  • Portfolio management
  • Client portal
  • Risk management
  • Client communication via integrated secure messaging application
  • Dynamic permissions to types of documents, types of activities and client relationships and entities
  • Project tracking
  • Disaster recovery
  • Business continuity
  • Omnibus and Reg-9 Functionality

  • All assets are supported on the platform

  • GDPR
  • SOC 2 certified, and adheres to ISO27001, NY DFS, CSA STAR, FED RAMP, GDPR and CCPA standards

  • 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

  • Azure world class security infrastructure and security monitoring operations
  • Fort Knox Cyber Security
  • Customer supplied encryption keys (CSEK)
  • Native Azure AD integration
  • Identity federation, single sign-on and multi-factor authentication
  • Real time security incident and event management

  • Microsoft

  • 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 like Refinitiv APIs
  • Bill.com
  • Advisor Peak

  • Yes
Simple solutions for complex times.