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Wealth & Private Banking › Portfolio & Wealth Management › Client Reporting
WIZE by TeamWork
All-in-one Swiss wealth and asset management platform with integrated reporting, consolidation and portfolio tools.
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Overview
WIZE by TeamWork is an all-in-one wealth and asset management platform from the Swiss TeamWork Group, covering reporting, consolidation and portfolio management. Its integrated solution combines a portfolio management system, CRM, compliance, suitability testing and order management in one platform.
WIZE pairs reporting and consolidation with broad functional scope and data quality, supporting wealth and asset managers as well as private banking and custody operations.
Key Features
- + Integrated reporting and consolidation
- + Portfolio management system
- + CRM and client management
- + Compliance and suitability testing
- + Order management and trading
- + All-in-one wealth platform
Integrations
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