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What is WIZE?

Wize is a sophisticated wealth and asset management platform crafted in Switzerland, tailored for external asset managers, family offices, fund managers, securities companies, pension funds, and private banks. This cutting-edge solution integrates multiple capabilities like portfolio oversight, consolidated reporting, digital onboarding, anti-money laundering compliance, order management, and customer relationship management into one cloud-native application, which supports both deposited and non-deposited assets. With over 250 global banking connections and links to market data providers, Wize ensures daily automated reconciliation of transactions and positions, thereby maintaining exceptional data quality and dependability. The platform features a robust security framework that encompasses multi-factor authentication, one-time passwords, single sign-on, role-based access controls, audit trails, end-to-end encryption, and adherence to ISAE 3402 and DORA regulations. Users can choose to implement Wize via private cloud options in Switzerland or Singapore, or select on-premises configurations, which makes it adaptable to various operational requirements. In an increasingly dynamic financial environment, Wize distinguishes itself by offering a comprehensive approach to wealth management, helping institutions optimize their workflows and significantly improve client relations. This versatility positions Wize as a key player in the future of financial technology solutions.

What is Elysys Wealth?

Elysys Wealth is a portfolio management and investment accounting solution for family offices, institutional investors, and financial organisations managing complex portfolios. Built natively on Microsoft Dynamics 365 Business Central, it brings investment operations and financial accounting together in one integrated Microsoft-based environment. The solution supports a wide range of asset classes, including equities, bonds, funds, derivatives, private equity, and alternative investments. It helps teams manage positions, transactions, cash, and accounting data, with features such as automatic position aggregation, cash forecasting, custom reporting, and automated data feeds from banks, brokers, and custodians. Elysys Wealth connects front-, middle-, and back-office activities so investment and finance teams do not have to rely on separate systems for portfolio management and accounting. Keeping these processes within the same Business Central environment can reduce manual reconciliation, limit spreadsheet dependency, and provide a clearer view of financial and investment data. The platform is particularly suited to organisations with multiple entities, complex ownership structures, diverse asset classes, and demanding reporting requirements. It supports day-to-day portfolio oversight, accounting, cash management, and reporting from one platform. Elysys Wealth can also be used alongside the wider Elysys suite, including Elysys Loans, Elysys Analytics, Elysys Financial Gateway, and Elysys Multi-Company. Together, these applications extend Business Central with lending management, analytics, bank and custodian connectivity, and multi-entity capabilities. For organisations looking to replace fragmented investment tools and disconnected spreadsheets, Elysys Wealth provides a more integrated way to manage portfolios and accounting on Microsoft Dynamics 365 Business Central.

Media

Media

Integrations Supported

Integrations Supported

Microsoft Dynamics 365 Business Central
Microsoft Power BI

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Version

Supported Platforms

SaaS
On-Prem

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

WIZE

Company Location

Switzerland

Company Website

www.wize.net

Company Facts

Organization Name

Elysys

Date Founded

2006

Company Location

Monaco

Company Website

www.elysys.com

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

Categories and Features

Family Office

Not specified

Hedge Fund

Compliance Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Risk Management

Private Equity

Not specified

Wealth Management

Not specified

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