Wize-The all-in-one wealth solution Wize-The all-in-one wealth solution
Wize-The all-in-one wealth solution

SOLUTION

WIZE by TeamWork is an all-in-one wealth and asset management solution.
It is a unique web solution dedicated to wealth management players such as banks, fund managers, independent managers, family offices and securities firms (LBVM).

It allows Wealth Managers to manage all aspects of their day-to-day business in a simple and effective way: portfolio management, orders, CRM, regulatory aspects (compliance), invoicing, back office and e-banking access.

Our focus: intuitive user experience, rich & performing functionalities, easy & transparent pricing model

FEATURES

compliance

COMPLIANCE

Onboarding & KYC/CRM
Documentation profile checks
AML checks & name checks connectors
Risk profiling MiFID II, GDPR, LSFin/LEFin
MiFIR, Advisory workflow & reports
Meeting & Call reports

portfolio

PORTFOLIO MANAGEMENT

Multi-custodian consolidations
More than 80 custodian connectors
Risk strategy constraints
Performance & benchmaks attributions
Non-financial assets
Fund look-through

order

ORDER MANAGEMENT

Simple single entry screen
All instrument types
Pre/Post trade checks
Model rebalancing
Bulk order proposal
Hedging tools

focus

CLIENT FOCUS

Mobile Tailor made reporting
Secured eBanking access
Client accounting
Secured mailbox

admin

ADMIN & BACK-OFFICE

Management & Performance fees invoicing
Market data & prices connectors
Retrocessions tool
Clients profitability
External fee analysis

batiment

SECURITY TRADERS

Full Front/Middle/Back-office platform
Advices
General ledger
Balance sheet, P&L and Forex positions
Nostro accounting

SERVICES

Our mindset: You focus on your business, we focus on the IT platform & solution.

  • Easy pricing model : one single all-inclusive monthly fee.

  • Setup & Implementation : Customisation, White labeled, a professional local team, training & helpdesk included.

  • No hardware investments : platform provided in SaaS mode (Software as a Service) on TeamWork servers. On premises setup also available upon client request.

  • IT Management by TeamWork (Security, maintenance, backups, failover).

  • All new versions and new functionalities included.

    • ABOUT US

    TeamWork is a Swiss company specialized in IT services & solutions. Founded in 1999 by its current CEO Philippe Rey-Gorrez, the company has grown over the years and has now reached 800 employees and is present in 9 countries all over the world. The headquarter is located in Geneva/Switzerland.

    TeamWork has 2 main areas of activity:

    – Consulting / Professional Services with four domains: Business Consulting, SAP Business Solutions, Data Analytics and  Technology Platforms.

    – Software: solution dedicated to wealth management players WIZE by TW.

     

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    Since 1999

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    950 employees

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    160M CHF/ 149M €

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    20 offices

    You have a project? A question?

    Contact Us

    Do not hesitate to contact us, our team will come back to you quickly!

    OUR OFFICES

    WIZE by TeamWork GENEVA
    Wealth & Banking Solution Dept.
    16 Chemin des Coquelicots
    CH-1214 Vernier
    Phone: +41 22 949 13 15
    info@wize.net 

    TEAMWORK ZURICH
    TeamWork Schweiz AG
    Althardstrasse 80
    8105 Regensdorf, Zurich
    Phone: +41 22 949 13 15
    info@wize.net

    TEAMWORK MONTREAL
    Bureau 300
    239 rue Notre Dame Ouest
    H2Y 1T4 Montréal, QC (Canada)
    Phone: +1 (514) 254 3582
    info@wize.net

    TEAMWORK SINGAPORE
    Keck Seng Tower
    133 Cecil Street, #09-02
    Singapore 069535
    Phone: +65 6221 7632
    info@wize.net

    TEAMWORK LUXEMBOURG
    TeamWork Luxembourg Sàrl
    33-39, Rue du Puits Romain
    L – 8070 Bertrange, Luxembourg
    Phone: +352 2 711 3086
    info@wize.net