At WIZE, we understand the critical importance of data accuracy in portfolio management and asset aggregation.
With our robust platform boasting over 250 connectors to banks globally, we guarantee seamless data transmission, enabling precise financial insights and efficient asset aggregation.
Daily automated updates of Transactions and Positions
At WIZE, we recognize that data quality is paramount for accurate portfolio management and asset aggregation. With over 250 connectors to banks worldwide, our platform ensures seamless data transmission to maintain precise numbers and facilitate asset aggregation effectively. Our dedicated Business Process Outsourcing (BPO) team supports this connectivity, ensuring that 100% of client assets are accurately mirrored within WIZE.
Our platform has been meticulously crafted around this connectivity, making it the heart of our system. We understand that the ability to receive transactional data, positions, and certain e-documents automatically from banks is fundamental to efficient portfolio management. WIZE operates as a transaction-based system, relying on data feeds from banks to drive insights and actions within the platform.
API connectivity
We accommodate various bank connectivity formats, including CSV, API, XML, and more, to ensure compatibility with diverse banking systems. This flexibility allows us to seamlessly integrate with banks worldwide, regardless of their data transmission protocols.
Experience the power of precise custodian bank connectivity with WIZE to fulfill your compliance duties like AML checking, investment profile monitoring, suitability & appropriateness pre-trade checking...
Trust in a platform that is built around data quality, enabling you to manage portfolios with accuracy and confidence.
Our customers' success stories
Cité Gestion
Following its foundation in 2009, Cité Gestion has been in constant expansion. Its unique business model combines the status of a Private Bank with that of an independent wealth manager. Cité Gestion has shown impressive growth with offices in Geneva, Zurich, Lausanne and recently in Lugano.
TELOMERE Capital
TELOMERE needed a multifunctional platform that could offer reporting as well as portfolio management and portfolio simulation.
Alias Partners
Alias Partners was established in 1972, making it one of the oldest independent wealth management firms in Geneva. With a team of 14 people and clients based mainly in Switzerland, Europe, Brazil, and the Middle East, the company’s aim is to offer tailored solutions according to their clients’ specific needs.
Keane Mathez
The legal framework being gradually stricter, it was necessary for Keane Mathez to reduce the manual workload of those processes by centralizing data in an integrated CRM/PMS tool which already included those controls and facilitate the monitoring.
GVA Associés
Its core business is discretionary management with a deep knowledge and experience rooted within the team.
Vierny Partners
Vierny Partners started looking for a solid and resilient partner offering a solution able to evolve according to their needs and to the legal environments in 2017.
Erfisa
Erfisa has a unique approach towards their clients, which is to be the entry point for every topic.
HBS Family Office
HBS is a multi-family office based in Geneva. Founded in 2003, they handle both wealth management and family office services. In this article, discover why they partnered with WIZE by Teamwork as their technology provider.
