WIZE

Conseillers robotisés et gestion de patrimoine

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This extensive financial technology platform streamlines wealth and asset management by integrating portfolio management, reporting tools, and compliance features into a single solution. Key functionalities include automated data feeds, extensive connectivity with over 250 custodian banks and trading rooms, and secure transaction processing, addressing challenges such as data reconciliation, operational efficiency, and regulatory compliance for wealth managers, asset managers, family offices, and private banks.

WIZE se trouve dans Robo-Advisors & Wealth Management catégories.

Les produits les plus similaires à WIZE sont :

Ziggma Promu → SS&C Advent → Etops → Black Diamond → CircleBlack →

Captures d'écran

Détails

Principales caractéristiques de WIZE

• IT Security
  WIZE prioritizes IT security to protect user data.
• Data Quality
  WIZE ensures high data quality and API connectivity.
• Trading Rooms
  WIZE connects to over 30 trading rooms for efficient trading.
• Custom Solutions
  WIZE provides tailored solutions to meet specific client needs.
• Payment Solutions
  WIZE streamlines payments with secure and efficient tools.
• Digital Onboarding
  WIZE offers digital onboarding to make client setup easier.
• All-in-One Platform
  WIZE is a complete IT platform for wealth and asset management.
• Automated Data Feed
  WIZE provides automatic data feeds and APIs for daily transactions and documents.
• Custodian Connectors
  There are over 250 connections to custodian banks for easy data access.
• Portfolio Management
  WIZE includes tools for managing and simulating portfolios.
• Market Data Providers
  WIZE enriches your data with personalized asset classification.
• Customer Success Stories
  WIZE has over 110 clients in 25 countries and 3000+ users.
• FIX Protocol Connectivity
  WIZE uses FIX Protocol for automated connections to trading rooms.
• Custody and Private Banking
  WIZE offers services for custody and private banking needs.
• Straight-Through Processing
  WIZE allows for straight-through processing to speed up transactions.
• Asset Management and Reporting
  WIZE helps manage assets and provides reporting tools.

Insignes

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Technologies utilisées

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