WealthWorks+

WealthWorks+

WealthWorks
WIZE WealthWorks+

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WIZE:

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.
WealthWorks+:

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.
WIZE:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
WealthWorks+:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
WIZE:

Audience

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

Audience

Businesses looking for a powerful Entity Management solution
WIZE:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
WealthWorks+:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
WIZE:

API

Offers API Supported
WealthWorks+:

API

Offers API Not Supported
WIZE:

Screenshots and Videos

WealthWorks+:

Screenshots and Videos

WIZE:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
WealthWorks+:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
WIZE:

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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WealthWorks+:

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
WIZE:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
WealthWorks+:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
WIZE:

Company Information

WIZE
Switzerland
www.wize.net
WealthWorks+:

Company Information

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

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WIZE:
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WIZE:

Categories

Family Office Supported
Wealth Management Supported
WealthWorks+:

Categories

Wealth Management Supported
WIZE:

Integrations

No info available.
WealthWorks+:

Integrations

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