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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 ResearchWize?

ResearchWize functions as a sophisticated AI-powered academic assistant tailored for both educators and learners. It adeptly summarizes content from various sources such as web pages, PDFs, and Word files, in addition to generating outlines for essays, quizzes, flashcards, and PowerPoint slides, while also organizing research within customized project folders. With its personalized outputs and engaging AI chat feature, ResearchWize facilitates a quicker shift from comprehension to composition, emphasizing user privacy and a local-first strategy. This groundbreaking tool not only boosts efficiency but also contributes to a more cohesive and effective learning environment. Furthermore, its design aims to adapt to the unique needs of each user, ensuring a personalized educational journey.

Media

Media

Integrations Supported

Integrations Supported

Chrome OS
Microsoft Edge

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

$12/month/user
Free Trial Offered?

Supported Platforms

SaaS
On-Prem

Supported Platforms

SaaS
Windows
Mac
Chromebook

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

WIZE

Company Location

Switzerland

Company Website

www.wize.net

Company Facts

Organization Name

ResearchWize

Date Founded

2024

Company Location

Canada

Company Website

researchwize.com

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

Categories and Features

AI Research Tools

Not specified

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