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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 Hemonto?

Founded in 2006, Hemonto is a Danish FinTech firm focused on delivering independent and thorough wealth reporting via a digital platform, complemented by a team of seasoned advisors. With oversight surpassing USD 55 billion and managing assets that go beyond USD 10 million for each client, the company conducts a substantial volume of transactions annually to generate precise, reconciled accounts, performance evaluations, risk analyses, ESG reports, insights into private equity, and ongoing monitoring, all within a customizable interface. Serving as a completely independent advisor, Hemonto amalgamates data from multiple custodians, banks, portfolios, currencies, and asset categories while enforcing objective quality controls and pinpointing discrepancies to ensure transparency, compliance, and timely reporting. The firm's interactive reporting dashboard, available on both web and mobile platforms, significantly enhances the wealth management experience by facilitating personalized oversight, seamless integration with BI tools, and continuous assistance from a dedicated team for effective reporting setup and management. This dedication to innovation and a client-focused approach not only positions Hemonto as a frontrunner in wealth reporting but also fosters long-term relationships with clients who seek reliable and insightful financial guidance. By continuously refining their offerings, the firm remains committed to adapting to the evolving needs of the wealth management industry.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

Free
Free Version

Supported Platforms

SaaS
On-Prem

Supported Platforms

SaaS
Android
iPhone
iPad
Mac

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
On-Site Training

Company Facts

Organization Name

WIZE

Company Location

Switzerland

Company Website

www.wize.net

Company Facts

Organization Name

Hemonto

Date Founded

2006

Company Location

Denmark

Company Website

www.hemonto.com

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

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