Wize vs Tindeco 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
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.

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


11-50


-


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


-


-

Client
Focus

Financial advisors

Serves also

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

Number

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


Fund managers


  • Single-Family Offices
  • Multi-Family Offices
  • Banks
  • Financial advisors


-

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)


-


  • 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

  • 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


-


-


-


-


-

Simple solutions for complex times.