WealthWorks+

WealthWorks+

WealthWorks
+
+

Related Products

  • Sage Intacct
    7,861 Ratings
    Visit Website
  • SBS Banking Platform
    27 Ratings
  • Diplomat Managed File Transfer
    47 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • MeridianLink Opening
    18 Ratings
    Visit Website
  • Setyl
    41 Ratings
    Visit Website
  • EZO AssetSonar
    108 Ratings
    Visit Website
  • Proton Pass
    31,996 Ratings
    Visit Website
  • FMIS Asset Management
    27 Ratings
    Visit Website
  • Zil Money
    604 Ratings
    Visit Website

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.

About

Advanced trust and corporate entity management software that looks after the administration and compliance of trusts, companies, partnerships, funds, foundations, individuals, estates and other complex wealth structures. WealthWorks+ gives you total control of how and where you access and manage your clients’ wealth. Our flexible solution is easily customised to fit the needs of any size organisation and the cutting-edge design means the system will always stay up to date with the latest advancements so you can have confidence that your software will always be state-of-the-art. Integrated role-based dashboards and accessible export options make it faster and simpler to get out the information you need from the data you put in.

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

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

Audience

Businesses looking for a powerful Entity Management solution

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

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

WIZE
Switzerland
www.wize.net

Company Information

WealthWorks
Founded: 1995
United Kingdom
thewealthworks.com/wwplus/

Alternatives

Etops

Etops

Etops AG

Alternatives

Garradin

Garradin

Bravura Solutions
Assetmax

Assetmax

Fimax AMS

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim WIZE and update features and information
Claim WIZE and update features and information
Claim WealthWorks+ and update features and information
Claim WealthWorks+ and update features and information