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Provider Type

Technology Providers

Tagline

State of the Art Reporting for Family offices and Wealth Managers

Founded

2014

Location

Singapore

Verified

Verified

Categories

AccountingConsolidated ReportingPortfolio Management

Services

Target Segments

Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office

Regions Served

Client Types

WIZE by TeamWork
WIZE by TeamWork
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Provider Type

Technology Providers

Tagline

The all-in-one Wealth & Asset management IT platform

Founded

2010

Location

Luxembourg

Verified

Verified

Categories

AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading

Services

Target Segments

Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office

Regions Served

Client Types

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