WIZE is an all-in-one Wealth & Asset Management IT platform covering portfolio management, reporting, custody, and core banking. Trusted by over 120 clients in 26 countries, WIZE enables asset managers, family offices, pension funds, securities firms, and private banks to focus on their core business while relying on high-quality data and a broad functional scope.
Delivered as a SaaS solution, WIZE offers two versions: an IT platform for wealth and asset managers, and a full core banking system for private banks and securities firms. Both include portfolio management, trading, CRM, reporting, compliance, invoicing, back-office functions, and e-banking/mobile access for end clients. Headquartered in Geneva, with offices in Zurich, Luxembourg, Montreal, and Singapore, WIZE is part of the Swiss TeamWork Group.

