Helping Asian Wealth Management Communities interact

TeamWork

Digital & Technology

Company overview:

Wize is an all-in-one Wealth Management solution offered by TeamWork, a Swiss company founded in 1999 which has now more than 750 employees internationally. It offers a cross-functional platform to Wealth Managers that meets multiple needs in terms of portfolio management, ordering, CRM, regulatory aspects (compliance), invoicing, back office and e-banking access. Trusted by over 70 clients in 10 different countries, Wize by TW aims to allow clients to focus on their business while taking advantage of the platform’s power and scalability.

Products & services:

  • • Digital & Technology