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ease
features
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support

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Description

BOBO by Bourgeois Bohème is a prestigious, invitation-only digital platform that seamlessly combines tailored financial management with luxury lifestyle services within a single, user-friendly ecosystem. It features secure wallets for families and staff, innovative payment devices that do not display names or account numbers, and highly customizable spending controls based on categories, time, and location, along with elevated transaction limits reaching up to €1 million per card, supported by comprehensive top-up and ATM functionalities. The Control Hub offers intelligent reporting, invoice matching capabilities, and role-specific access for teams and advisors, enhancing operational efficiency. Additionally, round-the-clock global lifestyle assistance is provided for administrative tasks, travel planning, and entertainment services, along with exclusive access to high-end events and experiences. With state-of-the-art security measures (including 3DS 2.2 and instant blocking/unblocking) and oversight from the UK's FCA and the EEA's ACPR, funds are securely maintained in segregated accounts, ensuring their protection even in cases of insolvency. This unique integration of high-security financial services and luxury lifestyle management sets BOBO apart in the digital landscape.

Description

Wize is a comprehensive wealth and asset management solution developed in Switzerland, designed specifically for external asset managers, family offices, fund managers, securities firms, pension funds, and private banking institutions. This innovative platform unifies several functions such as portfolio management, consolidated reporting, digital onboarding, AML compliance, order management, and CRM into a single cloud-native system, accommodating both deposited and non-deposited assets. With more than 250 global banking connections and access to market data providers, Wize offers daily automated reconciliation of transactions and positions, ensuring high data quality and reliability. The platform boasts a strong security infrastructure that includes multi-factor authentication, one-time passwords, single sign-on, role-based access controls, audit logging, end-to-end encryption, and compliance with ISAE 3402 and DORA standards. Users are given the flexibility to deploy Wize through private cloud options in Switzerland or Singapore, or opt for on-premises solutions, catering to diverse operational needs. In a rapidly evolving financial landscape, Wize stands out by providing a holistic approach to wealth management, enabling institutions to streamline their processes and enhance client service.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Bourgeois Bohème

Founded

2018

Country

Lithuania

Website

www.bobofin.com

Vendor Details

Company Name

WIZE

Country

Switzerland

Website

www.wize.net

Product Features

Product Features

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