Tailored and enhanced experience
At WIZE, we believe in the power of collaboration and integration to enhance the value we provide to our clients while focusing on our core expertise. That's why we've curated a marketplace of market-leading third-party products, seamlessly integrated with our platform to offer added value and convenience.
Large choice of solutions
Our marketplace connects you with a diverse array of third-party solutions, ranging from advanced analytics tools to specialized financial software. Whether you're looking for peer's comparison platform, name checking solutions, business intelligence, legal, tax or regulatory reporting, our marketplace has you covered.
By leveraging the expertise of our trusted partners, we expand the capabilities of our platform, providing you with access to cutting-edge tools and services that complement and enhance your investment strategies.
With seamless integration and easy access to third-party products, WIZE empowers you to customize your experience and build a tailored solution that meets your unique needs.
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.
