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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 MyPrivate?

The MyPrivate Family Office Software provides extensive support in all critical aspects relevant to families. By being installed locally, it ensures that data remains off the cloud, significantly boosting data security and safeguarding against fraudulent activities. The platform boasts a highly automated payment processing system that supports multiple options, including the Swiss QR bill and online banking for both Switzerland and the EU, coupled with immediate access to stock market quotes and foreign exchange rates. Its integrated EDM system facilitates easy access to original documents such as invoices, certificates, and protocols across all modules. Designed with a global perspective, MyPrivate addresses every dimension of personal and family life, no matter how complex or expansive it might be. Consequently, it serves as an essential resource for families aiming to maintain effective control and oversight of their financial matters while fostering a sense of security. With its user-friendly interface and robust features, MyPrivate empowers families to navigate their financial landscape confidently.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Outlook
Windows 11

Integrations Supported

Microsoft 365
Microsoft Outlook
Windows 11

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$384 per license
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

MyPrivate

Date Founded

2013

Company Location

Switzerland

Company Website

myprivate.ch/en/

Categories and Features

Categories and Features

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