Content
- Introduction
- How it works
- Information for residents
- Information for property management
- Support and further help
Introduction
Estatewise (by Wise AG) is a specialized platform for the digital management of condominium owners' communities (STWEG) in Switzerland. It supports the organization of owners' meetings, agenda creation, secure digital voting on agenda items and the storage of minutes and reports.
The connection to Allthings runs entirely in the background: once per night, Allthings automatically sends the relevant core data (properties, units, owner profiles, ownership shares) to Estatewise. There is no visible menu item for this solution in the Resident Portal or Cockpit — it operates purely in the background.
How it works
The integration runs through the following steps:
- Data retrieval: Allthings retrieves the core data of properties and units as usual from the connected ERP system.
- Filtering: Only active (non-archived) units with an ownership share, a complete address and property assignment and at least one assigned person are considered.
- Assigning people: Depending on the configuration, people are taken from either the ownership or the tenancy period of the unit.
- Synchronization: The processed data is automatically transferred to Estatewise once per night.
- Creating people: New owners and tenants are created directly in the Estatewise system – if automatic registration is enabled – without any manual effort for the property management.
The actual owners' meeting — invitations, voting, minutes — then takes place entirely within Estatewise.
Information for residents
This solution does not appear as its own feature in the Resident Portal. If you are the owner of a unit for which this connection is active, you receive invitations to owners' meetings and access to digital voting directly from Estatewise by email. Your contact details stored in Allthings are automatically used for this.
Information for property management
Setup and activation
The connection is set up by the Allthings team for the relevant property. The required access data is provided by Estatewise.
During setup, it is defined among other things whether people are taken from the ownership or the tenancy period, whether new people are automatically registered with Estatewise, and whether Estatewise additionally requires SMS or ID verification.
Management and control
The ownership share per unit is primarily taken from the ERP. If no ownership share is available there, it can be added at unit level in the Cockpit. An ownership share is a prerequisite for a unit to be transferred to Estatewise. The synchronization itself runs fully automatically every night — manual triggering is not intended for regular operation.
Introducing the solution to residents
Inform the affected owners in advance that they will receive invitations and voting documents for owners' meetings directly by email from Estatewise. This can be communicated, for example, via the pinboard in the Resident Portal.
Support and further help
For questions about the setup, please contact the Allthings team. For questions about using Estatewise itself (e.g. voting rules, running the meeting), please contact the provider Wise AG.