Back to Directory
View profile →
View profile →
Compare
Side-by-side comparison
Etops
WIZE by TeamWork
Provider Type
Technology Providers
Technology Providers
Tagline
Discover more. Perform better.
The all-in-one Wealth & Asset management IT platform
Founded
2010
2010
Location
Switzerland
Luxembourg
Verified
Verified
Verified
Categories
AdvisorsArtificial IntelligenceAsset managersClient PortalComplianceConsolidated ReportingCRMDataData AggregationFully Integrated PlatformOutsourced SolutionsPerformance ReportingPortfolio & Cost AnalysisPortfolio AllocationPortfolio ManagementPrivate BankReportingRisk ManagementSecurity & RiskTechnology providerTradingTransaction Processing
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
Wealth Management
—
Target Segments
Multi-family officeSingle-family officeIndependent financial or investment advisorFund managerPrivate bank
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
GlobalNorth AmericaMiddle EastEurope - WesternEurope - EasternUK & Ireland
—
Client Types
—
—
Provider Type
Technology ProvidersTagline
Discover more. Perform better.Founded
2010Location
SwitzerlandVerified
VerifiedCategories
AdvisorsArtificial IntelligenceAsset managersClient PortalComplianceConsolidated ReportingCRMDataData AggregationFully Integrated PlatformOutsourced SolutionsPerformance ReportingPortfolio & Cost AnalysisPortfolio AllocationPortfolio ManagementPrivate BankReportingRisk ManagementSecurity & RiskTechnology providerTradingTransaction Processing
Services
Wealth Management
Target Segments
Multi-family officeSingle-family officeIndependent financial or investment advisorFund managerPrivate bank
Regions Served
GlobalNorth AmericaMiddle EastEurope - WesternEurope - EasternUK & Ireland
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
Visit WebsiteLooking at other providers?
Browse Directory