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What is Winbiz?

Trustee Partners guarantee outstanding follow-up on your accounting through the innovative file-sharing features that Winbiz offers. Acting as resellers of Winbiz products and services, Winbiz Partners meet their clients' needs by providing a range of services, including software initiation, setup, and essential guidance for effective use of Winbiz. The expertise of Winbiz Specialists, who hold certifications that validate their proficiency with the software, empowers them to deliver thorough training and assistance. These specialists are adept at instructing users on Winbiz's advanced features and facilitating the installation and configuration of the program, ensuring a seamless experience right from the beginning. With their deep understanding of the software, Winbiz Specialists can tailor solutions to meet specific user requirements, enhancing the software's overall efficiency for each client. Their commitment to client satisfaction is further demonstrated by their ongoing support to maximize the benefits of Winbiz throughout its use.

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

PrestaShop

Integrations Supported

PrestaShop

API Availability

Has API

API Availability

Has API

Pricing Information

72 CHF/user
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

FIDUCIAL WINBIZ SA

Date Founded

1992

Company Location

Switzerland

Company Website

www.winbiz.ch/en/winbiz

Company Facts

Organization Name

WIZE

Company Location

Switzerland

Company Website

www.wize.net

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Categories and Features

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