+
+

Related Products

  • 8am
    1,188 Ratings
    Visit Website
  • Filevine
    576 Ratings
    Visit Website
  • Emtrain
    48 Ratings
    Visit Website
  • CHARMS
    24 Ratings
    Visit Website
  • Kinderpedia
    309 Ratings
    Visit Website
  • Xero
    5,909 Ratings
    Visit Website
  • GroupTogether
    4,749 Ratings
    Visit Website
  • Bluepear
    45 Ratings
    Visit Website
  • Procare
    3,573 Ratings
    Visit Website
  • Private Internet Access (PIA)
    151 Ratings
    Visit Website

About

With the MyPrivate Family Office Software, you get 360° coverage for all domains important to the Family. The software is installed on-site with no data stored in the cloud, providing unmatched data privacy and fraud protection. Payment processing is highly automated; we support the Swiss QR bill, Swiss/EU online banking, access to stock quotes, and forex rates. Integrated EDM across all modules provides you with instant access to the originals of important documents, such as invoices, certificates, and protocols. MyPrivate is a global solution covering all aspects of your personal and family life, regardless of its complexity or size.

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

Medium and high net-worth families in search of a tool to manage their important operations

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

$384 per license
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

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

Review this Software

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

MyPrivate
Founded: 2013
Switzerland
myprivate.ch/en/

Company Information

WIZE
Switzerland
www.wize.net

Alternatives

Alternatives

Etops

Etops

Etops AG
CoParent Calendar

CoParent Calendar

Brightwell Labs
Assetmax

Assetmax

Fimax AMS

Categories

Categories

Integrations

Microsoft 365
Microsoft Outlook
Windows 11

Integrations

Microsoft 365
Microsoft Outlook
Windows 11
Claim MyPrivate and update features and information
Claim MyPrivate and update features and information
Claim WIZE and update features and information
Claim WIZE and update features and information