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WIZE by TeamWork

WIZE by TeamWork

The all-in-one Wealth & Asset management IT platform

Luxembourg
Technology Providers

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 200+ custodian automatic feeds for multi-asset consolidated reporting.

About WIZE by TeamWork

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 200+ custodian automatic feeds for multi-asset consolidated reporting.

WIZE by TeamWork is one of the fastest-growing FinTech companies in Switzerland dedicated to External Asset Managers, Family Offices, Banks, Securities Traders, Fund & Asset Management firms. Part of the TeamWork Group, a Swiss company founded in 1999 which has now more than 1000+ employees internationally, we offer a unique 100% web-integrated platform with 250+ functionalities trusted by over 100 clients representing 3000+ users in 23 different countries. Our focus: intuitive user experience, rich & performing functionalities, easy & transparent pricing model.

Categories

AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading

Features

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Target Segments

Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office

Contact

Visit Website

Featured in

Family Office Software & Technology Report 2025

Locations

IsraelLuxembourgSingaporeSwitzerlandUnited Kingdom

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