Asseta vs WIZE by TeamWork
You are looking for alternatives to Asseta. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Asseta
Category
Artificial Intelligence
Asseta (formerly Prismatic) is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for family offices and high-net-worth individuals. Offering a 360ยฐ real-time view of your wealth, businesses, and investments.
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WIZE by TeamWork
Category
Portfolio Management
This Swiss, all-in-one Wealth & Asset Management solution offers an integrated data aggregation, CRM, accounting, amongst other services and including 100+ custodian automatic feeds for multi-asset, consolidated reporting. WIZE by TeamWork focuses on providing an intuitive user experience, rich and performing functionalities, and a transparent pricing model.1
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Employees
- 11 – 25
Revenue
-
Founded
- January 2023
Incorporated
-
Locations
- New York City
AUM
$11B
Avg. AUM per client
-
Ownership
- Owned by management
- External investors (neither clients nor staff)
- 1000+
-
- 2010
- Owned by management
- Key staff also have ownership
- Switzerland
- Geneva
- Luxembourg
- Montrรฉal
- Singapore
- Zurich
- Switzerland
- Singapore
- Luxembourg
- United Kingdom
- France
- $120 billion
- $600 million
Client
Focus
- Single family offices
Secondary focus
- Individual wealth owners,
- Multi-family offices,
- Fund managers,
- Funds of funds,
- Software and technology providers
-
- Financial advisors
- Single-family offices
- Multi-family offices
- Fund managers
- Banks
- 8 banks
- 100 family offices/advisors/fund managers
Product
Main Tasks
- Consolidated Reporting
- Data Aggregation
Top features
- Custom Reports
Assets supported
- Cash & Equivalents
- Alternatives
- Art & Collectibles
- Commodities
- Cryptocurrency
- Digital Assets & Crypto Currency
- Equities
- Gold & Precious Metals
- Real Estate
- Private Equity Funds
- Venture Capital
- Foreign Exchange
- Direct Private Equity
Compliance
-
Whitelabel
- No
- Data aggregation
- Accounting
- Consolidated reporting
- CRM
- Governance
- Compliance
- Portfolio management
- Trading (order only)
- Risk management
- Consolidated reporting
- CRM/KYC
- Document management
- Trading (FIX or PDF)
- Compliance (AML, MiFID2, FinSA, FIDLEG)
- Risk management
- Performance management
- Fees invoicing and controlling
- E-banking & mobile app
- Profitability
- Multi-custodian data feeds
- All financial assets
- Private equity
- Real estate
- Rare collectibles
- Loans
- Mortgages
- Insurances
- Credit cards
- MiFID II
- FinSA/FinIA
- UCITS
- Yes
Technology
Type Of Software
- SAAS
Ecosystem
-
Integrations
- Payroll (ADP, Gusto)
- Wealth Management (Addepar, Asora, Black Diamond, LandyTech, MyFO)
- Payables (Bill, Ramp, Brex, Stripe)
- Banking (12000+ institutions)
- Tax + K-1s (Juniper Square, Arch)
Mobile App
- Yes
-
- Serviced software
- SAAS
- Fully standalone
- 2 factors authentication
- SSL encrypted connection
- Industry standard back-ups rolling plan (DRP & BCP tested plans)
- Regularly audited by our different client’s auditors (i.e. EY, PwC, Deloitte)
- ISO 27001 certified
- Java
- Linux
- Refinitiv World-Check
- ELO (workflows)
- Investment Navigator (mutual funds selection)
- Regnology (CRS, Fatca, Tax reporting)
- FinQuartz (news)
- Performance Watcher (peers comparison)
- Credit Suisse (product risk classification)
- Other software on request
- Yes