WIZE by TeamWork

Family offices and external asset managers running across multiple custodians know the reconciliation problem well: data arrives late, in different formats, from dozens of sources. Wize by Teamwork addresses this at the infrastructure level, connecting to 250+ custodian booking centres worldwide via automated data feeds and APIs that pull daily transactions, positions, and electronic documents. That connectivity is the operational backbone most comparable platforms require clients to build themselves.

Wize serves 120 clients across 26 countries, tracking over CHF 120 billion in AUM through 3,000+ users. Its client base spans private banks, multi-family offices, external asset managers, and independent portfolio managers, with live references including Quilvest (Switzerland), Family Partners in Luxembourg, and NewOak, a multi-family office in Switzerland. The platform covers the full operational stack a wealth management firm needs:

• Portfolio management, reporting, and performance attribution
• AML compliance and digital client onboarding
• Order management with FIX Protocol connectivity to 30+ trading rooms and straight-through processing
• Securities Master File enrichment via market data providers
• Payments processing and third-party integrations through a marketplace

The platform operates under a dual-product structure: one configuration targets asset management and reporting workflows, the other targets custodians and private banks. Both sit on the same underlying infrastructure, which means teams at wealth management firms get a connected environment rather than bolted-together modules. Pricing is not disclosed publicly, and with 50+ employees across four offices, Wize operates at a scale that suits established firms rather than early-stage practices. Organisations looking for a technology partner with pre-built custodian connectivity and a live reference base across Europe and Asia are the strongest fit.