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ease
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design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

ERPLight is a simple Swiss invoicing app for freelancers and small businesses. Create quotes, orders and invoices with a Swiss QR-bill in seconds, without accounting knowledge; the QR-bill works with every Swiss bank. The Starter plan is free forever with cloud storage included. Pro (CHF 14.90/month) adds logo, customer database, expenses, payment reminders, email sending and time tracking. Business (CHF 29.90/month) adds bank reconciliation, recurring invoices, invoices in EUR and postal letter sending. Web app with servers in Europe (nDSG/GDPR). Not a full accounting or payroll suite.

Description

Wize is a comprehensive wealth and asset management solution developed in Switzerland, designed specifically for external asset managers, family offices, fund managers, securities firms, pension funds, and private banking institutions. This innovative platform unifies several functions such as portfolio management, consolidated reporting, digital onboarding, AML compliance, order management, and CRM into a single cloud-native system, accommodating both deposited and non-deposited assets. With more than 250 global banking connections and access to market data providers, Wize offers daily automated reconciliation of transactions and positions, ensuring high data quality and reliability. The platform boasts a strong security infrastructure that includes multi-factor authentication, one-time passwords, single sign-on, role-based access controls, audit logging, end-to-end encryption, and compliance with ISAE 3402 and DORA standards. Users are given the flexibility to deploy Wize through private cloud options in Switzerland or Singapore, or opt for on-premises solutions, catering to diverse operational needs. In a rapidly evolving financial landscape, Wize stands out by providing a holistic approach to wealth management, enabling institutions to streamline their processes and enhance client service.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

CHF 0 (Free Plan)
Starter: CHF 0 (free forever, unlimited documents, cloud storage included). Pro: CHF 14.90/month or CHF 178.80/year. Business: CHF 29.90/month.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ERPLight

Founded

2024

Country

Switzerland

Website

erplight.ch

Vendor Details

Company Name

WIZE

Country

Switzerland

Website

www.wize.net

Product Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Product Features

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Alternatives

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