Individual and bulk trades
At WIZE, we offer a comprehensive suite of trading solutions designed to meet the diverse needs of traders and investment professionals. Leveraging FIX protocols and custom connectivity solutions, our platform facilitates seamless and precise trade instructions across 30+ global trading rooms of banks and brokers.
Our integrated Order Management System (OMS) empowers users to manage orders efficiently, from creation to instruction, while providing real-time insights into order status and portfolio positions. Whether you're accessing trading rooms at leading financial institutions or executing trades independently, WIZE provides the tools and connectivity needed to optimize your trading performance.
Integrated pre-trade checks to ensure compliance
With WIZE, you save time and effort by entering your trading instructions only once in the WIZE Order Management System (OMS). This eliminates the need to re-enter the same instructions in multiple custodian e-banking systems, as WIZE performs all necessary pre-trade checks for you.
Experience the power of efficient trade instruction with WIZE and our integrated OMS. Join us and unlock new possibilities for your investment strategies.
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.
