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iWize B.V., part of Ockto (Netherlands)

iWize

With client consent, retrieves source data from UWV, DUO and MijnPensioenoverzicht for a complete advice file.

Visit website iWize alternatives
Shared spot8of 13 professional tools with a GDPR profileOur summary of what the provider itself publishes about your data: whether the data is stored in the EU (2 points), whether there is a certification or GDPR guarantee (1) and whether the provider is established in the NL or the EU (1). 3 or 4 points is Strong, 2 Good, 1 Limited, 0 Unknown. How we measure in financial advice
GDPR: Limited
  • Provider based in the Netherlands

Each tile is a professional tool in financial advice, with the strongest GDPR profile on the left. 6 professional tools, like iWize, have a limited profile: they share this spot. Click for that tool.

Priceon request
Free trialNone foundNot found on the provider's site when checked on 26 July 2026
Based inNetherlandsNetherlands
ModelNot publicnot public, privacy-friendly source data software, integrated into Accelerate, Findesk and Adviesbox; acquired by Ockto (NL)

Last checked: 26 July 2026 · How we check

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What it does

Collecting and sharing personal data
Connection with government registers (BRP, Tax)
PSD2 bank data integration
Zero-knowledge proof verification
Mobile app (iOS and Android)
Integrating source data into an existing client portal
ISO 27001 / GDPR-certified
Automated decision logic

Comparable in financial advice

InterAI Dossierbeheerimplementation €8,000–€18,000 one-off…DONNAJAMESon requestOnesuranceon request (fixed price per client…Blinqx Risicomanagement (Finly)€50/month per user (with eBlinq…Findesk (Adviesmaat)on request (30 days free trialPayton request
All 13 professional tools for financial advice

iWize compared

iWize vs Findesk (Adviesmaat)
Underlying model

not public, privacy-friendly source data software, integrated into Accelerate, Findesk and Adviesbox; acquired by Ockto (NL). Many tools build on a large model from providers such as OpenAI or Anthropic. If in doubt, ask for the data processing agreement: it sets out where your data goes.

GDPR check for financial advice

Questions about iWize

AI for financial advice
Which AI model does iWize use?
The maker of iWize does not disclose which AI model sits underneath. Privacy-friendly source data software, integrated into Accelerate, Findesk and Adviesbox; acquired by Ockto (NL).
How much does iWize cost?
on request. Check the current price on the provider's website; rates change often.
Who is iWize for?
iWize is aimed at financial advice. It fits work such as processing client files and inventories, drafting advice reports and justifications, and comparing and summarising product terms.
What should I look out for with AI in financial advice?
The Wft duty of care and the GDPR set high demands: financial and health data belong only in GDPR-compliant systems with a data processing agreement, and the advice remains the adviser's responsibility.
Next stepAll 25 options for financial adviceProfessional tools and general assistants side by side, by GDPR profile, price and quality.

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