WIZE is a wealth management web platform from WIZE SA in Vernier near Geneva, Switzerland, aimed at external asset managers, family offices, fund managers and private banks. It covers portfolio management with consolidation across several custodian banks and reporting, CRM and compliance (including onboarding, KYC and AML), order management with FIX connectivity, and risk management. It also offers a white-labelled client portal and mobile app and connections to custodian banks, trading rooms and market data providers. The vendor lists two-factor authentication, single sign-on, role-based access, audit logs and encryption at rest and in transit.
The vendor is based in Switzerland, an EFTA country that is not an EU member but has an EU adequacy decision for data protection. According to its security page, the platform is delivered as private-cloud SaaS in Switzerland or Singapore, or installed on-premises. With the cloud option, fix the location contractually, because Singapore lies outside Switzerland and the EU. The website says nothing about ownership or a GDPR data processing agreement; ask the vendor about both.