Since 2020, Wizio has been supporting the digital transition of wealth management professionals, CIFs, brokers and networks, through a CRM designed specifically for their business needs.
An industry-specific CRM for advisors and brokers
Wizio is the industry-specific CRM designed to simplify the lives of wealth management advisors, investment advisors, and brokers. Wizio allows you to digitize 100% of your business in a single tool. Find your clients' wealth assessments, regulatory compliance, and aggregated asset statements all within the same solution, without having to re-enter any information.
"Digitize 100% of your business in a single tool."
— Wizio
Automation, product governance, and AI connections
This next-generation CRM automates 100% of your regulatory processes based on your professional body's templates. It integrates your product governance with a customizable catalog. It connects with artificial intelligence tools to support you in developing personalized advice, with innovative features including portfolio backtesting .
Automates 100% of your regulatory processes based on your professional body's templates.
Bank and financial aggregation
Bank and financial aggregation functionality: aggregate 2,000+ European banks and financial institutions (on the company side in PENELOP format, and on the client side such as online banking applications). Benefit from a consolidated and accurate view of your clients' assets thanks to automatic asset updates.
Wizio Team: management, engagement, and API openness
With Wizio Team, you have access to management and engagement tools: offer a customized space to your employees or agents, all under white label. Segment data so that each person only has access to their own leads, prospects, and clients. Open via API, push your information to partner solutions: simulators, artificial intelligence, portfolio analysis.
- Offer a customized space to your employees or agents, all under white label.
- Segment data so that each person only has access to their own leads, prospects, and clients.
- Open via API, push your information to partner solutions: simulators, artificial intelligence, portfolio analysis.
Ongoing training & personalized support
Ongoing training & personalized support: Wizio is currently the highest-rated solution on the market because our teams provide genuine, daily support. Free ongoing training and responsive customer service are available to everyone, at any time.
Prices
Standard/Classic Rates:
Regulations annual
| Plan | Price |
|---|---|
| Wizio Starter | €69 excl. VAT/ month |
| Wizio Pro | €129 excl. VAT/ month |
| Wizio Business | €179 excl. VAT/month |
Regulations monthly
| Plan | Price |
|---|---|
| Wizio Starter monthly subscription | €79 excl. VAT / month; |
| Wizio Pro monthly subscription | €149 excl. VAT / month; |
| Wizio Business monthly subscription | €199 excl. VAT / month |
Special partnership offer
Special partnership offer Partnership discount for our respective clients:
Provided you are a client of both Wizio and Figen AI: no additional cost for the integration of structured data from Wizio to Figen AI, and for querying Figen AI assistants in Wizio. Specific conditions/application procedures: You must be a customer of Wizio and Figen AI.
Key Takeaways
- Digitize 100% of your business in a single tool.
- Automate 100% of regulatory processes based on professional templates.
- Aggregate assets across 2,000+ European banks and financial institutions.
- Enable team access control, white-label spaces, and API connectivity to partner solutions.
