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DirectoryFinance & InsuranceFinTechVernierWIZE SA
WIZE SA Logo
Verified· 3 sources

WIZE SA

Summary

About the company

WIZE SA provides an all‑in‑one IT platform for wealth and asset management, combining portfolio management, reporting, order management, risk and compliance features with client portal capabilities and integrations to custodians, trading venues and market data providers.

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Offering

Products & services

Industry:FinTechSoftware Development
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The all-in-one IT platform for Wealth & Asset management / Reporting
All-in-one IT platform for External Asset Managers, Family Offices, Fund Managers and Pension Funds; portfolio management, CRM & compliance, order management, risk management, client portal, data analytics and back-office.
The all-in-one IT platform for Custody / Private Banking
All-in-one IT platform for custody and private banking; custody services, banking operations, banking administration, integration, and the asset management/reporting functions included in the platform.
Reconciliation BPO Services
Business process outsourcing for portfolio reconciliation; dedicated team in Geneva and Singapore processing custodian data feeds, adjusting records and ensuring daily portfolio mirroring accuracy.
Payments
Payment instruction management with Swift messages or APIs; wire transfers, direct debits and payment orders, with connectivity to banks for streamlined execution.
Trading Rooms connectivity
Connectivity to trading rooms for individual and bulk trades, FIX-based trade instructions, straight-through processing and integrated pre-trade checks in the OMS.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Chemin des Coquelicots 16
1214 Vernier
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-295.939.520
Founded
2022 · 4 years
Last commercial register change
March 31, 2023
Employees
1 to 10

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