Launch year: 2010
Country: Switzerland
Funds raised: 4 full-time developers funded by TeamWork for 5 years

Wize – All-in-one cloud-based wealth management solution

Concept description


Wize covers various customer types, from independent wealth managers to family offices and medium-sized private banks, supporting Wealth & Asset Managers through their strategic growth. It is a multi-custodian solution: it offers 80+ data connectors which are made available to all customers, who can add connectors upon request.

Wize’s founding team had extensive experience in developing a banking system beforehand. In 2010, they were able to develop a new system from scratch without the classic legacy IT, using the latest “core banking” technology architectures available.

Value proposition

Firstly, Wize is an all-in-one cloud-based wealth management solution developed by TeamWork. It offers a data-configurable Portfolio Management System and a complete multi-broker Order Management System. It also encapsulates client profiles where Know Your Client (KYC) & compliance information can be entered and edited, along with corroborating documents.

Secondly, Wize aims to be a modular and scalable toolbox for Wealth & Asset Managers. It features a white-labeled IT platform with a “core-banking package” architecture. The solution can integrate a wide variety of financial products in the market and classifies them according to customer preferences.

Finally, customers benefit from a flexible fee structure, which is all-inclusive and can be determined by either the number of users or the amount of Assets under Management (AuM).

Illustration (Video)

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