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What is WealthWorks+?

WealthWorks+ represents a cutting-edge software solution tailored for the comprehensive management and supervision of various financial entities, including trusts, corporations, partnerships, funds, foundations, individuals, estates, and other complex wealth structures, while guaranteeing adherence to all necessary administrative and compliance requirements. This platform grants you unparalleled control over the management and accessibility of your clients' financial resources. Its flexible architecture allows for customization suitable for organizations of any size, and its innovative design assures that the system stays aligned with the newest technological trends, giving you confidence in a premium software experience. Featuring integrated dashboards tailored to specific roles and intuitive export functionalities, it simplifies the extraction of crucial information from the entered data, thereby boosting both efficiency and overall productivity. Furthermore, the software undergoes continuous updates, ensuring that users consistently benefit from the most recent features and advancements in wealth management technology, thus reinforcing its value in an ever-evolving financial landscape. Ultimately, WealthWorks+ not only enhances operational efficiency but also instills trust in users by maintaining a commitment to excellence and innovation in wealth management.

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.

Media

Media

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

WealthWorks

Date Founded

1995

Company Location

United Kingdom

Company Website

thewealthworks.com/wwplus/

Company Facts

Organization Name

WIZE

Company Location

Switzerland

Company Website

www.wize.net

Categories and Features

Categories and Features

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