Deliver More Strategic Philanthropic Services
with NextZen

A grant and scholarship management solution that adapts to the unique needs
of each of your HNW & UHNW clients.

NextZen^TM by WizeHive is ideal for banks, family offices and wealth management companies who want to expand their philanthropic services.

High-net-worth (HNW) and ultra-high-net-worth (UHNW) clients have come to expect giving management services from their wealth managers. As a partner of WizeHive, you can win new clients and retain existing clients leveraging a single enterprise-grade and proven platform.

A Single Philanthropic Platform for all of your Wealth Management Clients

New Competitive Advantage

Built for Wealth Managers

Enterprise Security

Specialized Service Package

Proven Industrial Platform

Aligned with Your Services

Win new clients and business.

A sound giving platform can enable wealth managers to attract new clients as well as retain existing clients. It complements existing philanthropic services by:
(1) Simplifying and streamlining the giving process for clients and their charities and
(2) Providing a vehicle for measuring impact and outcomes.

Wealth managers have cited losing clients as a direct result of not having a software giving platform and related service.

One platform to manage all clients and giving.

A single, purpose built, cloud-based platform for managing all clients and giving:
(1) Multiple clients and foundations
(2) Multiple types of giving (e.g. grants, scholarships)
(3) Multiple methods of giving (e.g. application-based, predetermined, search)
(4) Varying levels of complexity and size.

Packaged/priced for wealth managers to grow and scale.

Meets stringent bank security requirements.

WizeHive meets strict security and compliance demanded by large enterprises, government entities and financial institutions.

This includes compliance and certifications with SOC 2 Types I and II, HIPAA and GDPR among others.

Concierge services your HNW and UHNW clients expect.

A multi-client services package enabling wealth management partners to succeed with existing and new clients.

Includes dedicated support resources across all facets of the partnership.

Industrial strength and market validated.

Scalable solution able to address needs of all clients, regardless of volume and complexity.

Able to accommodate your level and pace of growth.
Proven in the market within large banks, family offices and wealth management companies.

Consistent with your business model.

Wealth Managers can offer giving software and administrative management as part of its philanthropic services.

Can generate new revenue/margin by pricing platform and related services aligned with existing business models.

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Elevating Philanthropic Services as a Critical Component of Your Wealth Management Strategy. And how grant management as a service helps to solidify your family office and foundation clients.