Audience

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

About WIZE

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.

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Integrations

API:
Yes, WIZE offers API access
No integrations listed.

Ratings/Reviews

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Company Information

WIZE
Switzerland
www.wize.net

Videos and Screen Captures

WIZE Screenshot 1
WIZE Screenshot 1
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Product Details

Platforms Supported
Cloud
On-Premises
Training
Documentation
Live Online
In Person
Support
Phone Support
24/7 Live Support
Online

WIZE Frequently Asked Questions

Q: What kinds of users and organization types does WIZE work with?
Q: What languages does WIZE support in their product?
Q: What kind of support options does WIZE offer?
Q: Does WIZE have an API?
Q: What type of training does WIZE provide?

WIZE Product Features