WIZE by TeamWork

🎉 WIZE by TeamWork is certified Great Place To Work® Switzerland ! 🙌 This recognition underlines our commitment to create a workplace based on trust and positivity where each individual can be themselves. Special thanks to the whole WIZE team for contributing to the creation of this environment ! Curious about us ? Drop us a message 👉 info@wize.net #GPTW #Fintech

📣 Wealth Management + Asset Management in one single platform ! If you manage your own mutual funds and need to: - Comply with UCITS or CISA/LPCC reporting - Offer full fund look through in your private clients reports Welcome to WIZE by TeamWork, these are 2 of our 250+ functionalities 🤩 Want to know more about us 👉 info@wize.net #WealthManagement #AssetManagement #Fintech

📣 Onboarding new clients in WIZE by TeamWork Simply define the status of each controls to be performed and enjoy automatic assignment of tasks to the Relationship Manager and Compliance Officer with individualised dashboard updates. ✅ Want to know more ? Contact us 👉 info@wize.net #Fintech #Wealthtech

⛵ Podium for our WIZE by TeamWork M2 boat at the Bol d’Or Mirabaud 2024 ! Last Saturday, after a frantic race, our WIZE team managed to secure 2nd place in the M2 category in the largest closed-circuit regatta race in the world finishing 8th overall out of 398 entries 😉 The adventure is not finished yet, the M2 Speed Tour continues! 👉 https://lnkd.in/erqZ_vJd 📸 Bol d'Or Mirabaud and Jean-Mi Photographies #Fintech #Wealthtech #M2

📅 Last Thursday, WIZE by TeamWork participated in the event organized by UBS FIMS team at UBS Convention Centre in Zurich. 150 EAM clients from all over Switzerland were invited to hear the insights around UBS' activities and support: • UBS GFIM Technology Roadmap • UBS and OpenWealth • Panel Discussion with top 4 PMS providers, including WIZE • UBS Next Technology Outlook ✅ As a PMS provider with over 20 FIX connectors on top of the unprecedented 240 custodian connectors, we were happy to participate in this event where we could underline our dedication to providing a highly connected solution to allow our clients to reach their efficiency goals. Want to learn more about us ? Contact us 👉 info@wize.net #Fintech #Wealthtech #EAM

📣 Simulation in WIZE by TeamWork Want to know the allocation impact on asset classes, currencies, sectors, geographies and countries of individual or bulk trades before instructing them ? Contact us 👉 info@wize.net #Fintech #Wealthtech

🎉 WIZE by TeamWork wins an all-time record of 5 awards at the WealthBriefingAsia Awards 2024 ! 🏆 We couldn't be prouder of being selected as best "EAM Platform", "CRM Provider", "Digital Customer Facing Innovation", "Digital Offering" and "Thought Leadership (Company)" in Asia. We are extremely honored of this recognition that highlights our efforts to keep further developing our solution. Want to know more about us ? 👉 info@wize.net #Fintech #Wealthtech

🔎 Is it taking too much time to update your PMS every day ? At WIZE by TeamWork, our BPO team can take care of this daily reconciliation with all your custodian banks. 🎯 Thanks to this optional outsourcing service, you - enjoy economies of scales - increase your user confidence in the data quality of their portfolios in WIZE - reduce internal organisation worries and dependencies Want to know more ? 👉 info@wize.net #Outsourcing #Fintech

🚀 CUSTOMER SUCCESS STORY   Ptarmigan Capital Ltd was looking for a Portfolio Management System, with the ambition of : - Offering the best possible service to their customers with an intuitive client portal - Addressing their business growth objective with a high-performance platform   Discover how WIZE by TeamWork addressed these challenges by reading the full story 👉 https://lnkd.in/eejzf3yA   #CustomerSuccessStory #Fintech

🚀 Recommended products in WIZE by TeamWork You want to apply minimums of recommended products in your portfolios ? You need to report to clients and management on these holdings per group or individual securities ? Contact us to learn more ! 👉 info@wize.net #Fintech #Wealthtech