AddeparIn the news
Portfolio data, analytics and reporting platform for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
Portfolio managementPerformance reportingRebalancing and tradingConsolidated reportingRIA compliance platforms
WIZE
Swiss all-in-one PMS, CRM, compliance and order management platform for wealth managers and family offices
Geneva, GE, CHFounded 201051-200 employeesPart of a larger companywize.netNot yet confirmed by the company
What it does
WIZE is a Geneva-based wealth and asset management platform used by independent wealth managers (EAMs), multi-family and family offices, fund managers, private banks, securities firms and pension funds. It reports about 120 clients in 28 countries and more than 3,000 users.
The system combines a portfolio management system with multi-custodian consolidation, performance attribution, look-through and cash-flow projection; a CRM and compliance module covering onboarding, KYC, AML, suitability and MiFID II and Swiss FinSA rules; an order management system with bulk orders, model rebalancing, pre-trade checks and FIX routing; risk monitoring; fee and retrocession billing; and a white-label client portal and mobile app. More than 250 custodian bank connectors feed daily transactions, positions and e-documents, backed by an in-house reconciliation team.
WIZE was established in 2010 inside the TeamWork Group and became WIZE SA in 2022. In 2026 Banyan Software became its majority shareholder. It has offices in Geneva, Zurich, Luxembourg, Singapore and Montreal.
Best for
- Serves
- RIAs, Family offices, Asset managers, Banks and trust companies, Broker-dealers
Features
- Multi-custodian portfolio consolidation
- Performance and benchmark attribution
- KYC, AML and suitability compliance
- Order management with FIX routing
- Model rebalancing and pre-trade checks
- Fee and retrocession billing
- White-label client portal and mobile app
- 250+ custodian bank data connectors
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