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DAPM

WIZE by TeamWork
Provider Type
Technology Providers
Technology Providers
Tagline
Dynamic Assets & Performance Monitoring SA
The all-in-one Wealth & Asset management IT platform
Founded
2002
2010
Location
Switzerland
Luxembourg
Verified
Verified
Verified
Categories
AccountingConsolidated ReportingData AggregationDigital Assets & CurrenciesGovernanceImpact & ESGPeer BenchmarkingPortfolio & Cost AnalysisPortfolio AllocationPrivate MarketsReal estateReportingRisk ManagementSecurity & Risk
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
Global MarketsMeasurementReal EstateReporting
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Target Segments
Private wealth ownerService providerSingle-family office
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
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—
Client Types
—
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Provider Type
Technology ProvidersTagline
Dynamic Assets & Performance Monitoring SAFounded
2002Location
SwitzerlandVerified
VerifiedCategories
AccountingConsolidated ReportingData AggregationDigital Assets & CurrenciesGovernanceImpact & ESGPeer BenchmarkingPortfolio & Cost AnalysisPortfolio AllocationPrivate MarketsReal estateReportingRisk ManagementSecurity & Risk
Services
Global MarketsMeasurementReal EstateReporting
Target Segments
Private wealth ownerService providerSingle-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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