Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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