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About

The family manages one or more operating businesses, typically has commercial real estate in its portfolio to support its business operations, holds passive investments in other related businesses, maintains inter-entity loans and/or guaranties, and collects personal assets of value (e.g., art, automobiles). The family wealth creator has passed on, and the family's legacy holdings are now managed by the second generation. The wealth creator's children have leveraged the family's assets to create businesses of their own and make investments of interest to them. A robust estate plan exists to benefit the third generation and beyond. Management of the family foundation demands more focus than during generation one. Family wealth was generated through a significant liquidity event and is held in a myriad of trusts for children and grandchildren. The family invests its cash in a diverse portfolio that favors direct and alternative investments.

About

Wize is a Swiss-made, all-in-one wealth and asset management platform tailored for external asset managers, family offices, fund and asset managers, securities firms, pension funds, and private banks. It seamlessly integrates portfolio management, consolidated reporting, digital onboarding, AML compliance, order management, and CRM under one cloud-native system, supporting both deposited and non-deposited assets. With over 250 global banking connectors and linkages to market data providers, Wize ensures daily automated reconciliation of transactions and positions for accurate data quality. Its robust security framework includes MFA, OTP, SSO, role-based access, audit logging, end-to-end encryption, multi-layered infrastructure protection, ISAE 3402 certification, and DORA compliance. Users can choose deployment via private cloud in Switzerland or Singapore or on-premises.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Professionals in need of a solution for stewardship of complex family wealth

Audience

External asset managers, family offices, private banks, or institutional asset managers needing a tool with real-time data connectivity

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$2000.00/year
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Complex Interests
Founded: 2012
United States
complexinterests.com

Company Information

WIZE
Switzerland
www.wize.net

Alternatives

FamilyWealthGuru

FamilyWealthGuru

FACT Software Group

Alternatives

Etops

Etops

Etops AG
Prospero Suite

Prospero Suite

FINARTIS
Assetmax

Assetmax

Fimax AMS

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Complex Interests and update features and information
Claim Complex Interests and update features and information
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Claim WIZE and update features and information