Their platform assists clients with tasks such as portfolio management, regulatory compliance, reporting, order processing, and automated data integration from custodial institutions. The company primarily targets financial entities like independent asset managers, family offices, fund and asset managers, banks, and securities traders.
Name of company | WIZE by Team Work |
Primary customer base | Independent Asset Managers |
Headquarters of Business | Chem. des Coquelicots 161214 Vernier, Switzerland |
Region | Europe |
Website | wize.net |
Contact information | info@wize.net |
Company Representative | Lawrence McCauley - Project Lead |
CEO's LinkedIn Page | Lawrence McCauley LinkedIn |