At WIZE, we differentiate with the depth of the functional scope of our unique web solution dedicated to External Asset Managers, Family Offices, Fund Managers and Pension Funds.
Easy
All-in-one IT Platform
Tailored
White labeled & Customized
Secure
Swiss made software with strongest security levels available
Our platform 250+ functionalities
Multi-custodian consolidations, Performance & benchmarks attributions, Absolute & relative comparisons, Simulation & As-Is / To-Be comparison, Private Equity & Structured Products tools, Non-financial assets, Fund look-through, Recommended products, Cash flow projection, Tailored Client reporting
Onboarding & KYC/CRM, Documentation profile checks, AML, Suitability & appropriateness questionnaires, Risk profiling, MiFID II, LSFin/FIDLEG/FinSA, MiFIR, Advisory workflow & reports, Document lifecycle management, Periodic due diligence reviews, Meeting & Call reports, Task Management, Name check providers connectors
Individual & Bulk orders, Portfolio model rebalancing, FIX Straight Through ordering, Advisory proposal workflow, 40+ Pre trade checks, Partial execution management, Hedging tools, Stamp taxes register
Multi-axes investment constraints, Risk controlling & metrics, Strategy deviation, Risk metrics, LTV management, ESG rating & monitoring, Post trade analysis & breach workflow, UCITS regulatory rules
White labelled, Secured mailbox, On demand reporting, Banks e-Docs, Embedded chat, News & Research publishing
Management & Performance fees invoicing, Retrocessions in/out tool, Clients profitability & fee analysis, Net New Money dashboard, Performance & allocation comparison, Multi-axes MIS analytics, Role-based dashboards, Reconciliation, ticketing tools, WIZE REST APIs library & Multiple in/out connectors
Portfolio Management System (PMS)
Multi-custodian consolidations, Performance & benchmarks attributions, Absolute & relative comparisons, Simulation & As-Is / To-Be comparison, Private Equity & Structured Products tools, Non-financial assets, Fund look-through, Recommended products, Cash flow projection, Tailored Client reporting
CRM & Compliance System
Onboarding & KYC/CRM, Documentation profile checks, AML, Suitability & appropriateness questionnaires, Risk profiling, MiFID II, LSFin/FIDLEG/FinSA, MiFIR, Advisory workflow & reports, Document lifecycle management, Periodic due diligence reviews, Meeting & Call reports, Task Management, Name check providers connectors
Order Management System (OMS)
Individual & Bulk orders, Portfolio model rebalancing, FIX Straight Through ordering, Advisory proposal workflow, 40+ Pre trade checks, Partial execution management, Hedging tools, Stamp taxes register
Risk Management
Multi-axes investment constraints, Risk controlling & metrics, Strategy deviation, Risk metrics, LTV management, ESG rating & monitoring, Post trade analysis & breach workflow, UCITS regulatory rules
Client portal & Mobile App
White labelled, Secured mailbox, On demand reporting, Banks e-Docs, Embedded chat, News & Research publishing
Data analytics & Back-Office
Management & Performance fees invoicing, Retrocessions in/out tool, Clients profitability & fee analysis, Net New Money dashboard, Performance & allocation comparison, Multi-axes MIS analytics, Role-based dashboards, Reconciliation, ticketing tools, WIZE REST APIs library & Multiple in/out connectors
Our customers' success stories
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.
HP Wealth Management
HP Wealth Management and Teamwork are pleased to announce that the implementation of Wize was completed successfully. Wize is a sophisticated Wealth Management platform, seamlessly integrating a Portfolio Management System, Reporting Tools, AML, digital onboarding under one umbrella and much more…
Navera & Pictet
Navera wanted to make its internal system more efficient, more quickly reconcilable and consolidated to unify the tool for all their custodians, including Pictet.
TELOMERE Capital
TELOMERE needed a multifunctional platform that could offer reporting as well as portfolio management and portfolio simulation.
Scott Capital Partners
As a start-up business, Scott Capital Partners was looking for an all-in-one solution that would be able to adapt to their growth over the years.
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.
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.
Family Partners
Based between Luxembourg and Brussels, Family Partners is a multi-family office founded in 2009. The young and motivated team puts its energy at the service of the clients.
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