Seamless integration
At WIZE, we recognize the crucial role that market data plays in providing accurate and timely information for securities, prices, exchange rates, and more. That's why we have established connections with multiple market data providers, including SIX, FactSet, Bloomberg, UBS and custom sources.
Market data is the lifeblood of informed decision-making in the world of finance. It provides essential insights into asset valuations and economic indicators, enabling investors to make informed decisions and optimize their portfolios.
Customized prioritisation of data sources per portfolio
Our platform seamlessly integrates with these market data providers, ensuring that our clients have access to the most up-to-date and reliable information available. Through automated processes and optimized querying techniques, we minimize data costs while maximizing the efficiency and accuracy of our data retrieval.
At WIZE, we understand that reliable market data is essential for success in today's fast-paced financial markets. By connecting with leading market data providers and leveraging advanced technology, we empower our clients to make informed decisions that drive financial success.
Our customers' success stories
Cité Gestion
Following its foundation in 2009, Cité Gestion has been in constant expansion. Its unique business model combines the status of a Private Bank with that of an independent wealth manager. Cité Gestion has shown impressive growth with offices in Geneva, Zurich, Lausanne and recently in Lugano.
TELOMERE Capital
TELOMERE needed a multifunctional platform that could offer reporting as well as portfolio management and portfolio simulation.
Alias Partners
Alias Partners was established in 1972, making it one of the oldest independent wealth management firms in Geneva. With a team of 14 people and clients based mainly in Switzerland, Europe, Brazil, and the Middle East, the company’s aim is to offer tailored solutions according to their clients’ specific needs.
Keane Mathez
The legal framework being gradually stricter, it was necessary for Keane Mathez to reduce the manual workload of those processes by centralizing data in an integrated CRM/PMS tool which already included those controls and facilitate the monitoring.
GVA Associés
Its core business is discretionary management with a deep knowledge and experience rooted within the team.
Vierny Partners
Vierny Partners started looking for a solid and resilient partner offering a solution able to evolve according to their needs and to the legal environments in 2017.
Erfisa
Erfisa has a unique approach towards their clients, which is to be the entry point for every topic.
HBS Family Office
HBS is a multi-family office based in Geneva. Founded in 2003, they handle both wealth management and family office services. In this article, discover why they partnered with WIZE by Teamwork as their technology provider.
