**Overview**
WIZE by TeamWork is an all-in-one Wealth and Asset Management platform and one of the fastest-growing WealthTech companies in Switzerland. The platform is designed for Independent Asset Managers, Family Offices, Private Banks, Fund and Asset Managers, and Securities Traders.
WIZE is part of the TeamWork Group, a Swiss company founded in 1999, employing over 800 professionals and fully owned by its top management. The platform offers one of the broadest functional scopes in Switzerland, with more than 250 functionalities delivered through a single, fully web-integrated SaaS platform, available via a secure cloud or on-premises deployment.
**Core Platform Capabilities**
**Portfolio Management System**
Complex consolidation of liquid and illiquid assets; model portfolios; rebalancing and hedging capabilities; private equity module; risk and performance management (MWR/TWR, contribution and attribution analysis); cashflow forecasting
**Order Management System**
FIX connectivity; securities and foreign exchange bulk orders
**CRM System**
Integrated KYC processes and full document lifecycle management
**Compliance System**
AML; MiFID II and FinSA pre-trade checks; risk profiling and monitoring; full audit trail
**Reporting System**
White-labelled, customised, multi-asset consolidated reporting
**Invoicing System**
Automated fee calculation and control; profitability measurement
**E-Banking and Mobile App**
**Connectivity and Support**
**Custodian Banks**
160 booking centres, including PDF electronic documents where available
**Trading Rooms**
10 trading rooms connected via straight-through processing
**Marketplace**
API ecosystem with 10 integrated third-party software providers
**Data Centres**
Private cloud infrastructure located in Switzerland, Luxembourg and Singapore
**Support**
Dedicated teams in Switzerland and Singapore, providing strong local presence and time-zone coverage
**Swiss Made Software**
Officially labelled “Swiss Made Software”, with 100% of development carried out in Geneva since the platform’s inception in 2010. WIZE also maintains offices in Zurich, Singapore, Luxembourg, London, Beirut and Montreal.
The team of 30 professionals delivers best-in-class client support and back-office Business Process Outsourcing (BPO) services, drawing on extensive banking and family office operational experience.
**Market Position**
Trusted by more than 75 clients representing over CHF 40 billion in assets under management and more than 3,000 users across 15 countries. Clients typically complete onboarding within an average of 10 weeks, enabling them to quickly benefit from the platform’s scalability and depth.
WIZE is a member of the WealthTech100 list and was awarded **Best Swiss Client Reporting Solution** and **Best European Platform Provider** by WealthBriefing in 2021.
**Our Focus**
Intuitive user experience
Rich and high-performance functionality
Transparent, all-in-one pricing model including new features
Unlimited support and training
