WIZE 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.

Integrations

API:
Yes, WIZE has an API
No Integrations at this time

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Company Details

Company:
WIZE
Headquarters:
Switzerland
Website:
www.wize.net

Media

WIZE Screenshot 1
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Product Details

Platforms
Web-Based
On-Premises
Types of Training
Training Docs
Live Training (Online)
In Person
Customer Support
Business Hours
Live Rep (24/7)
Online Support

WIZE Features and Options

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