Beschreibung
WIZE is an all-in-one Wealth & Asset Management solution offered by the TeamWork Group, a Swiss company founded in 1999 which has now more than 1'200 employees internationally.
It offers a cross-functional SaaS website with 2 versions :
- An IT platform for Wealth & Asset Managers, Family Offices, Pension Funds
- A full Core Banking System for Securities firms and Private Banks.
Both versions include portfolio management, ordering, CRM, reporting, regulatory aspects (compliance), invoicing, back office and e-banking/App access for end-clients.
Trusted by over 110 clients in 25 different countries, WIZE by TeamWork aims to allow clients to focus on their business while taking advantage of the platform’s power and scalability.