Unify compliance, operations, risk, reporting, sales & marketing.
For advisors in retail advisory space, surviving compliance while thriving and yet remaining lean on ops is a challenge. Wizzer offers you a complete system to operate your advisory business. The OS for your business.
Why Wizzer
Client Consent Management
SEBI requires advisors to only advise and not execute the advice on behalf of clients. The compliance and audit trail around this difficult in fast moving trading advices environment. Wizzer complete suite of products handles client consent requirements to perfection, without any intervention from advisor.
Whitelablled App
The Wizzer Advisor App to simplify distributing advices, receiving execution orders for brokers.
Consent configurations
Simple configurations on client's profile that reduce frequent client interactions.
Consent to multiple brokers
Same advice can be routed to multiple connected brokers.
Manage your advice distribution & consents with Wizzer
Our set of tools will help your advices become executing, so more of your clients can profit from it build stickiness into business.
Watch now
Manage your advice distribution & consents with Wizzer
Our set of tools will help your advices become executing, so more of your clients can profit from it build stickiness into business.
Watch now
Why Wizzer
Client Consent Management
SEBI requires advisors to only advise and not execute the advice on behalf of clients. The compliance and audit trail around this difficult in fast moving trading advices environment. Wizzer complete suite of products handles client consent requirements to perfection, without any intervention from advisor.
Whitelablled App
The Wizzer Advisor App to simplify distributing advices, receiving execution orders for brokers.
Consent configurations
Simple configurations on client's profile that reduce frequent client interactions.
Consent to multiple brokers
Same advice can be routed to multiple connected brokers.
Manage your advice distribution & consents with Wizzer
Our set of tools will help your advices become executing, so more of your clients can profit from it build stickiness into business.
Watch nowManage your advice distribution & consents with Wizzer
Our set of tools will help your advices become executing, so more of your clients can profit from it build stickiness into business.
Watch nowAdvice, Orders routing & Execution
Wizzer offers a complete broker agnostic solution to routing your advice to your clients to multiple offline and online brokers that can be easily connected by the client.
Trade reconcilliations
If you already have tools to manage customers, quotes, orders, or revenue recognition, you can use our prebuilt integrations to reliably connect Stripe with dozens of common systems—from sales and marketing tools like Salesforce and Docusign to ERP and accounting platforms like NetSuite and Xero.
Risk Management
Stop compromising between billing needs and engineering bandwidth. With Stripe’s pre-built interfaces and billing components, you can easily launch optimised billing experiences without diverting engineering resources from your core product.
Get paid more quickly with pre-built invoices
Stripe-hosted invoices get paid 3x faster than traditional invoices. Our conversion-optimised invoices make it easy to charge customers around the world.
Try it out
Launch a customer portal in minutes
Stripe-hosted invoices get paid 3x faster than traditional invoices. Our conversion-optimised invoices make it easy to charge customers around the world.
Try it out
Move faster with built-in automation
Automate with webhooks
Collect and store payment details including cards, ACH, and other popular payment methods.
Billing proration
Collect and store payment details including cards, ACH, and other popular payment methods.
Schedule subscriptions
Collect and store payment details including cards, ACH, and other popular payment methods.
Automatic reminders
Collect and store payment details including cards, ACH, and other popular payment methods.
Move faster with built-in automation
Automate with webhooks
Configure rules to easily make changes to subscriptions overtime.
Billing proration
Stripe automatically prorates billing when any plan changes occur.
Schedule subscriptions
Configure rules to easily make changes to subscriptions overtime.
Automatic reminders
Stripe automatically prorates billing when any plan changes occur.
Optimise revenue with the power of the Stripe platform
Offer a local experience in every market
Nearly a quarter of churn is involuntary. Stripe’s dunning tools help businesses recover 41% of failed recurring payments on average. Businesses using our smart retries recover 14% more revenue than
Reduce churn with revenue recovery tools
Nearly a quarter of churn is involuntary. Stripe’s dunning tools help businesses recover 41% of failed recurring payments on average. Businesses using our smart retries recover 14% more revenue than
Simplify accrual accounting with automated revenue reporting
Nearly a quarter of churn is involuntary. Stripe’s dunning tools help businesses recover 41% of failed recurring payments on average. Businesses using our smart retries recover 14% more revenue than
Streamline and optimise your business
Nearly a quarter of churn is involuntary. Stripe’s dunning tools help businesses recover 41% of failed recurring payments on average. Businesses using our smart retries recover 14% more revenue than
Advisory Plan & Billing
Collect and store payment details including cards, ACH, and other popular payment methods. Easily send invoices to recurring customers, and offer discounts and free trials to drive adoption.
Collect and store payment details including cards, ACH, and other popular payment methods. Easily send invoices to recurring customers, and offer discounts and free trials to drive adoption.
Give sales teams the ability to send quotes, negotiate rates, and automate the collection process. Sync billing and payments data with your ERP and accounting systems.
Grow your SaaS business with Stripe
Nearly a quarter of churn is involuntary. Stripe’s dunning tools help businesses recover 41% of failed recurring payments on average.
Watch now
Slack uses Stripe to automate payments & billing
Challenge
To meet rapidly growing demand, Slack expanded to serve more global customers and large-scale enterprises. Among other challenges, Slack needed to support a variety of payment methods in different regions, set up automation for a custom, usage-based invoicing system, and let customers adjust their own plans.
Solution
In just 2 weeks, Slack worked with Stripe to launch a new system that automated all their billing and payment collection needs across 15 countries. It dramatically reducedengineering time spent on maintaining an in-house system and helped their operational team spend less time responding to custom pricing requests.
Products
Slack is a channel-based messaging platform that neededhelp automating custom billing schedules and allowingcustomers to update their own plans.
Slack uses Stripe to automate payments & billing
Challenge
To meet rapidly growing demand, Slack expanded to serve more global customers and large-scale enterprises. Among other challenges, Slack needed to support a variety of payment methods in different regions, set up automation for a custom, usage-based invoicing system, and let customers adjust their own plans.
Solution
In just 2 weeks, Slack worked with Stripe to launch a new system that automated all their billing and payment collection needs across 15 countries. It dramatically reducedengineering time spent on maintaining an in-house system and helped their operational team spend less time responding to custom pricing requests.
Products
Slack is a channel-based messaging platform that neededhelp automating custom billing schedules and allowingcustomers to update their own plans.
Slack uses Stripe to automate payments & billing
Challenge
To meet rapidly growing demand, Slack expanded to serve more global customers and large-scale enterprises. Among other challenges, Slack needed to support a variety of payment methods in different regions, set up automation for a custom, usage-based invoicing system, and let customers adjust their own plans.
Solution
In just 2 weeks, Slack worked with Stripe to launch a new system that automated all their billing and payment collection needs across 15 countries. It dramatically reducedengineering time spent on maintaining an in-house system and helped their operational team spend less time responding to custom pricing requests.
Products
Slack is a channel-based messaging platform that neededhelp automating custom billing schedules and allowingcustomers to update their own plans.
Slack uses Stripe to automate payments & billing
Challenge
To meet rapidly growing demand, Slack expanded to serve more global customers and large-scale enterprises. Among other challenges, Slack needed to support a variety of payment methods in different regions, set up automation for a custom, usage-based invoicing system, and let customers adjust their own plans.
Solution
In just 2 weeks, Slack worked with Stripe to launch a new system that automated all their billing and payment collection needs across 15 countries. It dramatically reducedengineering time spent on maintaining an in-house system and helped their operational team spend less time responding to custom pricing requests.
Products
Slack is a channel-based messaging platform that neededhelp automating custom billing schedules and allowingcustomers to update their own plans.
Grow your SaaS business with Stripe
Nearly a quarter of churn is involuntary. Stripe’s dunning tools help businesses recover 41% of failed recurring payments on average.
Watch nowSEBI Compliance
If you already have tools to manage customers, quotes, orders, or revenue recognition, you can use our prebuilt integrations to reliably connect Stripe with dozens of common systems—from sales and marketing tools like Salesforce and Docusign to ERP and accounting platforms like NetSuite and Xero.If you already have tools to manage customers, quotes, orders, or revenue recognition, you can use our prebuilt integrations to reliably connect Stripe with dozens of common systems—from sales and marketing tools like Salesforce and Docusign to ERP and accounting platforms like NetSuite and Xero.
Ready to get started?
Explore Stripe Billing, or create an accountinstantly to get started. You can also contact us todesign a custom package for your business.
Accept global payments
Support 135+ currencies and dozens of local payment methods with a single
Explore PaymentsMove your back office forward
Grow faster and operate with more agility using our revenue and finance automation platform.
Explore Payments
