Wize vs Hemonto 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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Hemonto,family office software, portfolio management software, consolidated reporting software

Hemonto

Category
Consolidated Reporting

Denmark-based Hemonto, delivers state-of-the-art consolidated financial reporting through their platform and their permanent team of experts. They ensure that data accuracy and services can be tailored to customized reporting needs without compromising data integrity, enabling real-time and verifiable data to be the basis for financial decisions.

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Company
Employees

  • 950+
Revenue

-

Founded

  • 2010
Ownership

  • Owned by management
  • Key staff also have ownership
Incorporated

  • Switzerland
Locations

  • Geneva
  • Luxembourg
  • Montréal
  • Singapore
  • Zurich
  • Beirut
  • London
Top 5 Markets

  • Switzerland
  • Singapore
  • Luxembourg
  • United Kingdom
  • Hong Kong
Total AUM

  • $45 billion
Avg. AUM per client

  • $600 million

  • 11-50

-


  • 2006

  • Owned by management
  • Clients are also owners

  • Denmark

  • Aarhus
  • Copenhagen
  • Oslo

  • Denmark
  • Germany
  • Norway
  • Switzerland
  • United Kingdom

-


  • $30 billion+
Client
Focus

  • Financial advisors
Serves also

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

  • 8 banks
  • 83 family offices/advisors/fund managers

  • Single- and multi-family offices

  • Individual wealth owners
  • Financial advisors
  • Banks

  • 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

  • Accounting
  • Consolidated reporting
  • Governance
  • Portfolio management
  • Data aggregation
  • Risk management
  • Impact/ESG reporting
  • Data management
  • Bespoke reporting
  • Cost controlling
  • Benchmarking
  • Dataset as a service

  • Consolidated performance reporting
  • Accounting and administration
  • Consolidated risk and exposure reporting
  • Bespoke consolidated reporting
  • Private equity reporting
  • ESG screening
  • Costs analysis
  • Extended monitoring of costs and compliance
  • Dynamic customer portal with business-intelligence tools
  • Hemonto App

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

  • MiFID II
  • 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

  • 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
  • Serviced Software

  • Azure multi-factor authentication
  • ISAE 3402-II control report can be forwarded on request

  • Microsoft

  • Office 365 Security integration
  • Integration to ERP systems
  • Microsoft Power
  • BIExcel

  • Yes
Simple solutions for complex times.