WIZE by TeamWork
The all-in-one Wealth & Asset management IT platform
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.
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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.
More Details
| Attribute | Details |
|---|---|
| Categories | Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading |
| Features | Ability to Whitelabel, Custom Development Service, Custom Reports, Full Multi-Currency Support, Mobile App, Other Services |
| Target Segments | Fund manager, Independent financial or investment advisor, Multi-family office, Private bank, Private wealth owner, Single-family office |
Documents
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At a Glance
Deployment
Cloud (SaaS), fully web-integrated
Security
Not publicly disclosed (client-driven audits only)
Data Hosting
Switzerland (implied; not explicitly confirmed)
Custodian Feeds
250+ custodian connectors, 200+ automated feeds
Asset Classes
All asset classes
AI Capabilities
Not publicly disclosed
Contact
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Featured in
Family Office Software & Technology Report 2025
Locations
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