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Provider Type

Technology Providers

Tagline

Complete front-to-back investment accounting and portfolio management on Business Central

Founded

1999

Location

Monaco

Verified

Verified

Categories

AccountingComplianceConsolidated ReportingCRMData AggregationFully Integrated PlatformPortfolio ManagementRisk Management

Services

Wealth Management

Target Segments

Multi-family officeSingle-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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