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Canopy

WIZE by TeamWork
Provider Type
Technology Providers
Technology Providers
Tagline
State of the Art Reporting for Family offices and Wealth Managers
The all-in-one Wealth & Asset management IT platform
Founded
2014
2010
Location
Singapore
Luxembourg
Verified
Verified
Verified
Categories
AccountingConsolidated ReportingPortfolio Management
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
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—
Target Segments
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
—
—
Client Types
—
—
Provider Type
Technology ProvidersTagline
State of the Art Reporting for Family offices and Wealth ManagersFounded
2014Location
SingaporeVerified
VerifiedCategories
AccountingConsolidated ReportingPortfolio Management
Services
—Target Segments
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
—Client Types
—Website
Visit WebsiteProvider Type
Technology ProvidersTagline
The all-in-one Wealth & Asset management IT platformFounded
2010Location
LuxembourgVerified
VerifiedCategories
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
—Website
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