Company Detail
Teamwork Management Asia Headquarters Pte. Ltd.
Category
FinTech
Vertical
WealthTech
Company ID
201115364K
SFA Member
05/25
Business Model
B2B B2B2C
Business Est.
Since 2011
Countries
Switzerland (HQ), Canada, France, Germany, Luxembourg, Others, Philippines, Singapore, United States, Vietnam
FinTech Certified
05/25
Awards
Mul
More than 10 Wealth Briefing awards in CH & SG
More than 10 Wealth Briefing awards in CH & SG
WIZE by TeamWork is an all-in-one wealth and asset management solution.
It is a unique web solution dedicated to wealth management players such as banks, fund managers, independent managers, family offices and securities firms (LBVM).
It allows Wealth Managers to manage all aspects of their day-to-day business in a simple and effective way: portfolio management, orders, CRM, regulatory aspects (compliance), invoicing, back office and e-banking access.
Our focus: intuitive user experience, rich & performing functionalities, easy & transparent pricing model.
It is a unique web solution dedicated to wealth management players such as banks, fund managers, independent managers, family offices and securities firms (LBVM).
It allows Wealth Managers to manage all aspects of their day-to-day business in a simple and effective way: portfolio management, orders, CRM, regulatory aspects (compliance), invoicing, back office and e-banking access.
Our focus: intuitive user experience, rich & performing functionalities, easy & transparent pricing model.