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About

Disciplined, time-tested investing to navigate market volatility and reach your financial goals holistically with all your money, cash, CPF & SRS. Institutional, low cost access to best-in-class fund managers with expertise, scale, and real proven track records. No sales charges, n transaction fees, and 100% trailer fee rebates. A low all-in transparent access fee. Globally diversified portfolios for your essential life goals. Themed portfolios to gain exposure to select market opportunities. When you create an Endowus account, we will create a trust account in your own legal name at UOB Kay Hian, Singapore’s largest broker. This means your assets and transactions on the Endowus platform are recorded in two entities licensed by the Monetary Authority of Singapore (MAS). This is different from most wealth platforms, which comingle assets with other clients before interfacing with their execution broker.

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

Investors, startups and businesses in need of a solution to invest their money, CPF and SRS with expert advice

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

No information available.
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

Endowus
Founded: 2017
Singapore
endowus.com

Company Information

WIZE
Switzerland
www.wize.net

Alternatives

Alternatives

Etops

Etops

Etops AG
Assetmax

Assetmax

Fimax AMS

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Endowus and update features and information
Claim Endowus and update features and information
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Claim WIZE and update features and information