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Wealthworks+
WIZE by TeamWork
Provider Type
Technology Providers
Technology Providers
Tagline
—
The all-in-one Wealth & Asset management IT platform
Founded
—
2010
Location
United Kingdom
Luxembourg
Verified
Not verified
Verified
Categories
Consolidated ReportingCRMPortfolio Management
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
—
—
Target Segments
Independent financial or investment advisorMulti-family officePrivate bankService provider
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
—
—
Client Types
—
—
Provider Type
Technology ProvidersTagline
—Founded
—Location
United KingdomVerified
Not verifiedCategories
Consolidated ReportingCRMPortfolio Management
Services
—Target Segments
Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
—Client Types
—Website
—Provider 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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