WIZE
Curated by SignalWealth management software suite streamlining operations for financial professionals.
Overview
WIZE by Teamwork is a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform combines various fintech tools, such as portfolio management, compliance, reporting, invoicing, and order management, into a single system. It is designed for independent asset managers, family offices, and financial institutions. WIZE incorporates AI and machine learning for predictive analytics, which assists users in refining investment strategies and delivering tailored client advice. The software includes compliance features and secure data aggregation to address the challenges of wealth management while maintaining regulatory compliance. Additionally, it offers a transparent pricing model and flexible deployment options.
Key facts
- Founded
- 2003
- Headquarters
- Geneva, Switzerland
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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Contact
- Primary office
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- Phone
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Open roles
3 rolesSenior Business Analyst Freelance : Implémentation & Projets Bancaires (H/F)
Luxembourg, Luxembourg, Luxembourg · On-site · Volunteer
Client Service Officer (H/F)
Geneva, Geneva, Switzerland · On-site · Full-time
Développeur Bancaire Senior (H/F)
Geneva, Geneva, Switzerland · On-site · Full-time
