Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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Proton PassProton Pass safeguards your passwords and personal information through robust end-to-end encryption. Developed by the same team behind Proton Mail, the largest encrypted email service globally, Proton Pass has garnered recommendations from the United Nations for sharing sensitive information securely. The encryption technology utilized is open-source and has been rigorously tested for reliability. As the pioneering password manager crafted by a security-focused company prioritizing privacy, Proton Pass offers a unique solution for data protection. Become one of the millions who trust Proton to keep their information safe and secure. By choosing Proton Pass, you are not just getting a password manager, but also investing in your online safety and peace of mind.
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Dynamo SoftwareDynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success. Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.
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 FamilyWealthGuru?
Family Wealth Guru introduces an innovative integration with Financials, offering an unparalleled Wealth Management Solution that sets itself apart from the rest. This state-of-the-art platform facilitates the creation of Purchase & Sale Invoices directly from Brokers’ Contract Notes, allowing users to oversee their entire wealth portfolio with ease. Tailored specifically for the dynamics of the Asian investment environment, Family Wealth Guru enables users to track, organize, and analyze a wide variety of Asset Classes, which aids in making well-informed investment decisions. Whether you are an Investor, a Wealth Manager, or leading a Family Office, this comprehensive solution is designed to fulfill your wealth management needs effectively. As the landscape of Wealth Management grows more intricate, encompassing assets like Stocks, Mutual Funds, Fixed Deposits, Bonds, Properties, and Commodities, the demand for reliable software solutions has increased significantly. Family Wealth Guru distinguishes itself as the only Wealth Management Software that integrates flawlessly with a robust Financial Solution. Say goodbye to tedious tasks and the annoyance of prolonged reconciliations, and welcome a more efficient way to manage your wealth. With the utilization of this advanced platform, you can devote more time to growth opportunities while minimizing the burden of administrative tasks. This focus on efficiency ensures that users can navigate the complexities of wealth management with greater confidence and agility.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
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
FACT Software Group
Company Location
India
Company Website
www.familywealth.guru
Categories and Features
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management