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MSCI
WIZE by TeamWork
Provider Type
Technology Providers
Technology Providers
Tagline
Total Plan Manager
The all-in-one Wealth & Asset management IT platform
Founded
1998
2010
Location
United States of America
Luxembourg
Verified
Verified
Verified
Categories
Data Integration & TransparencyPortfolio Management & AnalyticsPrivate MarketsReporting AutomationTotal Portfolio View
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
Data AggregationPortfolio AnalyticsBenchmarkingForecastingIndexingAnalyticsSustainability and ClimateReal AssetsPrivate Capital SolutionsClient Reporting
—
Target Segments
Multi-family officePrivate wealth ownerSingle-family officePrivate wealth ownerIndependent financial or investment advisorFund managersCustodiansBanksPensionsEndowmentsFoundationsFunds of funds
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
North AmericaEurope - WesternEurope - EasternAsia - South EastMiddle EastLatin AmericaGlobal
—
Client Types
Independent financial or investment advisorFund managersCustodiansBanksPensionsEndowmentsFoundationsFunds of funds
—
Provider Type
Technology ProvidersTagline
Total Plan ManagerFounded
1998Location
United States of AmericaVerified
VerifiedCategories
Data Integration & TransparencyPortfolio Management & AnalyticsPrivate MarketsReporting AutomationTotal Portfolio View
Services
Data AggregationPortfolio AnalyticsBenchmarkingForecastingIndexingAnalyticsSustainability and ClimateReal AssetsPrivate Capital SolutionsClient Reporting
Target Segments
Multi-family officePrivate wealth ownerSingle-family officePrivate wealth ownerIndependent financial or investment advisorFund managersCustodiansBanksPensionsEndowmentsFoundationsFunds of funds
Regions Served
North AmericaEurope - WesternEurope - EasternAsia - South EastMiddle EastLatin AmericaGlobal
Client Types
Independent financial or investment advisorFund managersCustodiansBanksPensionsEndowmentsFoundationsFunds of funds
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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