Company Overview

Fi-Tek is a premier product-focused financial technology solutions and services company. Our products and solutions address the complex needs of financial services providers in the Wealth Management and Alternative Investments domains. We have a proven track record of successfully serving the top tier clients in this arena and have catered to their changing requirements with flexibility and agility, enabling us to carve our niche and achieve distinction in this highly competitive industry. Many of the clients have also been our partners in progress, rendering valuable domain knowledge and business insight.

Fi-Tek has a strong and committed global resource pool from varied disciplines, possessing diverse skill sets and domain expertise. The team includes skilled analysts, programmers, technologists, MBAs, and CPAs who bring together unique problem-solving skills to build technology tools unique in the industry.

Equipped with best-in-class infrastructure and facilities in various parts of the globe, Fi-Tek engages in SSAE 18 SOC 1 Type II audit annually, and being an ISO 9001:2015 certified company follows industry standard best practices in various business functions including development, implementation, and support.

$0Trillion

AUA Across all Technology Platforms

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Clients Worldwide

History

  • In 1998, Fi-Tek built an alliance with a top tier wealth management firm to help re-platform their trust system from DOS to Windows and eventually helped rollout the new system to their banks. Fi-Tek acquired this Trust technology business in 2005. Over the next few years, Fi-Tek has continued to build on this an integrated wealth management solution on a single platform for front, middle and back-office – Global WealthES™.
  • In 2001, collaborating with a Big-4 company, Fi-Tek developed HedgeTek – the partnership allocation system. HedgeTek has since been enhanced to meet the latest and most complex essentials of book and tax allocation in hedge funds and other securities partnerships. Today, HedgeTek supports customers globally with its leading allocation platform.
  • During the fourth quarter of 2013, Fi-Tek launched Global WealthES (GWES), an enterprise level integrated investment management solution on a single, web-based platform for Private Banks, Trust Banks, Wealth Managers, Broker-Dealers, Family Offices, RIAs and other financial institutions. GWES provides functionalities that streamline business processes with proven core solutions in Accounting, Financial Planning, Portfolio Management, Regulatory & Compliance Review, Tax Reporting and Client Reporting & Access. Global WealthES is continually augmented and enriched to support global dynamic market requirements.
  • Today, Fi-Tek has over 350 professionals providing solutions and services to 450 clients worldwide, ranging in size from $200 million to $80 billion, with a combined AUM of over $1.3 trillion.

Infrastructure

Corporate Headquarters: Edison, New Jersey, USA
Other Offices in the US: Wayne, PA | Stamford, CT | Westbury, NY | West Palm Beach, FL | Des Plaines, IL
Global Development & Support Center: Kolkata, India

Fi-Tek utilizes its ISO 9001:2015 certified off-shore development and support centers to supplement its core group of financial services specialists and deliver high-quality solutions to its clients globally.

All Fi-Tek locations are connected via a secure Virtual Private Network.

Fi-Tek provides our clients with different project options. Development can be provided either onsite or offsite to meet the diverse objectives of our clients.

Offshore Locations are staffed by an experienced team of professionals who combine knowledge of the financial industry with state-of-the-art technical skills. This provides Fi-Tek with a seamless 24-hour development environment, significantly reducing the time needed to implement sophisticated functionality.