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Provider Type

Technology Providers

Tagline

Turn accounting data into valuable intelligence

Founded

1999

Location

United States of America

Verified

Verified

Categories

AccountingConsolidated ReportingFund AccountingPortfolio ManagementReporting

Services

Wealth Management

Target Segments

Multi-family officeSingle-family officeFund manager

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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