WIZE

WIZE by TeamWork is a Swiss-based wealth and asset management platform designed for external asset managers, family offices, banks, and fund administrators. The platform consolidates multi-asset portfolios across 200+ custodian feeds, delivering unified reporting and portfolio visibility. Built by TeamWork Group—a 1,000+ employee firm established in 1999—WIZE serves over 100 clients representing 3,000+ users across 23 countries. The platform combines portfolio management, data aggregation, accounting, consolidated reporting, CRM, governance, and compliance in a single web-based interface. Core capabilities include transaction-level reporting, multi-currency support, risk management, performance analytics, and automated compliance checks (MiFID II, FinSA, UCITS). Integration with Refinitiv, Regnology, and Credit Suisse enables market data enrichment and regulatory reporting. The system supports all asset classes—equities, fixed income, private equity, real estate, collectibles, loans, and insurance products. Deployed as SaaS or fully standalone software with optional back-office outsourcing from Geneva and Singapore. Pricing is AUM-based, starting at 3 basis points for assets under €250 million, scaling to 1 basis point at higher asset levels. Standard onboarding takes 2–3 months.