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
Go back to WIZE by TeamWork
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.

Read more
Eton, family office software, portfolio management software, consolidated reporting software

Eton Solutions

Category
Consolidated Reporting

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.

Read more
Company
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


100-500


$5-10m


2015


  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
  • External investors (neither clients nor staff)


United States of America


  • Chapel Hill
  • Bangalore


  • Canada
  • United States of America


$+300B


$1-20B

Client
Focus

Financial advisors

Serves also

  • Single family offices
  • Multi family offices
  • Fund managers
  • Banks

Number

  • 6 banks
  • 66 Family offices/Advisors/Fund managers


Single-Family Offices


  • Multi-Family Offices
  • Financial advisors


  • 12 SFOs
  • 6 MFOs
  • 1 Business Manager

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


  • CRM
  • Document Management
  • General Ledger Data
  • Aggregation
  • Partnership and Trust Accounting
  • A/P – Payments Processing
  • Consolidated Reporting
  • Portfolio Management
  • Client Portal
  • Risk Management


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


  • 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

  • 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


  • 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


Yes

Simple solutions for complex times.