Wize vs Tindeco Comparison

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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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Tindeco

Tindeco

Category
Portfolio Management

Switzerland-based Tindeco lets clients design and implement rule-based investment strategies flexibly to create performance, hedge and allocate risks and manage workflows. Employing portfolio construction technology that blends simulation, optimization and A.I. methodologies, the solution creates optimal rule-based portfolios.

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Company
Employees

  • 1000+
Revenue

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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

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  • 2010

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

  • Switzerland

  • Zug
  • Switzerland & Edinburgh
  • Scottland

  • United Kingdom
  • Switzerland
  • Russia
  • Netherlands
  • Denmark

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Client
Focus

  • Financial advisors
Serves also

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

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

  • Fund managers

  • Single-family offices
  • Multi-family offices
  • Banks
  • Financial advisors

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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

  • Portfolio management
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Risk management
  • Data aggregation
  • CRM
  • Consolidated reporting
  • Trading (orders only)

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

  • MiFID II
  • GDPR
  • FinSA/FinIA
  • UCITS

  • 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

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