News & Events

Fi-Tek Wealth Technology Conference 2023 2

Fi-Tek Wealth Technology Conference 2023

October 16-18, 2023

New York Marriott Marquis, 1535 Broadway, New York, NY, US, 10036

Join us for Fi-Tek’s Wealth Technology Conference 2023 – Business Transformation powered by GWES Digital Apps!

Fi-Tek subject matter experts are excited to share with you the current market trends where there is a confluence of Wealth across multiple segments – Brokerage, Emerging Wealth, HNW, UHNW and Family Office and how Fi-Tek is addressing these challenges through its integrated wealth technology platform!

Reach out to for more information.

  • Fi-Tek Wealth Technology Conference 2022 – Save the Date

    Fi-Tek will be hosting its annual Wealth Technology Conference from October 3rd to 5th, 2022 in New York City. Agenda and Registration details will be sent out soon.

  • Frost Bank Goes Live on Fi-Tek’s Wealth Management Platform

    After an extensive search lasting over several years, Frost Bank of San Antonio, Texas has selected Fi-Tek LLC as their wealth management technology partner. Together, Frost Bank and Fi-Tek successfully implemented on May 31st, 2020 the full suite of GWES wealth management platform.

    Click here for details

  • Fi-Tek will be hosting its 2020 conference virtually from October 5th to 9th

    The five-day virtual event will showcase Fi-Tek’s industry-leading wealth management technology ─ Global WealthES®(GWES). Featuring best practices in trust & wealth management, new platform functionality, and future technology roadmap.
  • 2019 TrustPortal/Global WealthES Conference in New York City from May 6th to 8th

    Fi-Tek will be hosting its annual Client Conference for TrustPortal & Global WealthES from May 6th to 8th at the Times Square Marriott Marquis in New York City. The three-day event will showcase Fi-Tek’s industry-leading wealth management technology – Global WealthES and TrustPortal, and will feature best practices in trust & wealth management, new platform functionality, and future technology roadmap.
  • 2017 User Conference in Las Vegas from May 15th to 17th

    Fi-Tek will hold this year’s User Conference in Las Vegas from May 15th to 17th. During the conference, Fi-Tek will engage with the users to cover new features in the platform and the roadmap on upcoming enhancements. Training sessions on various product topics will be held in multiple tracks. The conference will provide an excellent forum for interactive sessions on client experiences & requirements as well as industry updates & trends.
  • Family Office & Private Wealth Management Forum 2016
    Newport, RI

    Fi-Tek is participating in Family Office & Private Wealth Management Forum 2016 in Newport, RI from July 18-20, 2016. During the course of this event experts will deliberate on various subjects concerning Family Offices.

    In the panel discussion on Cyber Security to be held on July 18, Fi-Tek’s Chief Information Officer and Senior Managing Director, Ramsey El-Fakir, will speak on how Family Offices should prepare for all possible contingencies arising out of cyber threats and successfully mitigate the same.

    Click here for details

  • Global Data Center Solutions Provider CyrusOne joins Fi-Tek for 2016 User Conference in Chicago

    Global data center solutions provider CyrusOne is partnering with Fi-Tek to showcase the roadmap for secure private cloud based solutions during the 2016 User Conference to be held from June 27 to June 29 in Chicago. In the User Conference Fi-Tek will introduce its clients to new product modules and key enhancements to its market leading wealth management platform. In addition, recent industry developments in mobility and business intelligence analytics will be discussed.
  • Rockefeller & Co. and Fi-Tek announce the acquisition of Rockit Solutions

    Rockefeller & Co., Inc., a global wealth and investment management firm serving individuals, families and institutions, and Fi-Tek, LLC, a financial technology company providing products and solutions to banks, trust and wealth management institutions, RIAs, family offices, hedge funds and hedge fund administrators, today announced that Fi-Tek has agreed to acquire Rockefeller & Co.’s Rockit Solutions business. As part of the transaction, Rockefeller & Co. is entering into a long-term services arrangement with Fi-Tek for the ongoing delivery of information management services for itself and its clients.

    Rockit Solutions, LLC is a technology-enabled service provider for single and multi-family offices, investment advisers, private trust companies, and other financial institutions. Rockit® Command, the technology platform for Rockit Solutions, was launched in January 2000 to support middle and back-office services related to Rockefeller & Co.’s wealth and asset management business. In 2005, Rockit Solutions became a wholly-owned subsidiary of Rockefeller & Co. and began to offer services to third-party clients.
    The transaction is expected to close on or about February 1, 2016.

    Click here for details

  • Fi-Tek Launches Wealth Management Technology to Support Northern Trust’s New Managed Account Solutions Program
    Edison, New Jersey

    Fi-Tek, a long term technology provider to Northern Trust, has extended its relationship to support a new investment advisory program recently launched by Northern Trust Asset Management.

    Northern Trust’s Managed Account Solutions are designed to provide trust and community banks, registered investment advisors and broker-dealers with access to a comprehensive open architecture investment platform. Fi-Tek’s technology seamlessly combines Northern Trust’s broad investment product suite with essential wealth management platform functionality in a single customizable and scalable program.

    The Northern Trust program is built on Fi-Tek’s leading edge wealth management platforms – Global Wealth Enterprise Solution™ (Global WealthES) and TrustPortal. Fi-Tek’s integrated managed account platform, Global WealthES, enables advisors to leverage Northern Trust’s solutions to maximize practice efficiency and create a more disciplined portfolio management process, while retaining the desired level of firm discretion on security selection, asset allocation and portfolio rebalancing.

    Click here for details

  • Fi-Tek User Conference
    Chicago, Illinois

    The Fi-Tek User Meet was held in Chicago from May 12-15, 2015. In this event Fi-Tek showcased new product modules as well as key enhancements in the wealth management platform. The users were given a flavor of recent developments in areas like Mobility and BI Analytics. The conference provided a forum for effective user networking to focus on best use cases. A two and a half day workshop was held to render training on multiple aspects and discuss case studies on various product modules.

  • ABA Wealth Management & Trust Conference
    Orlando, Florida

    Fi-Tek participated in ABA Wealth Management & Trust Conference in Orlando, Florida from March 1-3, 2015. The event organized by American Bankers Association was widely attended by over 550 delegates. During this event Fi-Tek showcased its leading-edge product platforms in wealth management and alternative investment domains.

  • Citi Private Bank Selects Fi-Tek’s Global Wealth Enterprise Solution™

    Citi Private Bank announced that it has selected Fi-Tek LLC’s Global Wealth Enterprise Solution™ (Global WealthES) as its core securities processing and accounting platform. The firm will now leverage Global WealthES to provide integrated straight through functionality on a single database. At the heart of the system is a robust securities processing and accounting engine, which is designed for enterprise wide productivity improvement and reduction of operational risks through automation of major functions. Global WealthES also features a flexible communications bus built on BizTalk technology to integrate with internal and external ecosystems for seamless communications.

    The Global WealthES platform is fully integrated with Citi’s Investor Services’ proprietary global custody network which provides direct access to 97 markets worldwide, as well as Citi’s Collective Investment Services (CIS), an industry-leading mutual fund trade execution, settlement and custody service. Global WealthES is deployed through a secure private environment hosted by Fi-Tek.

    Click here for details

  • SIFMA Tech 2014
    Presented by: SIFMA (The Securities Industry and Financial Markets Association)
    Hilton New York, NYC

    Fi-Tek hosted a booth at SIFMA Tech 2014 this past June! With an exciting array of new and innovative technology pertaining to the financial services industry, SIFMA Tech provided an excellent event for Fi-Tek to showcase its industry leading solutions in wealth management, securities settlement, straight-through-processing (STP) etc. During these two days Fi-Tek got the opportunity to present its cutting-edge product & service offerings as well as explore other state-of-the-art technologies complementary to its platforms & business lines.

  • Sustainable Family Office Operations and Management Conference
    Presented by: Financial Research Associates
    The Princeton Club, NYC

    The Sustainable Family Office Operations and Management Conference in early June was a huge success for Fi-Tek. As the only Gold Sponsor for the event, Fi-Tek executives articulated on engaging topics and took part in interesting panel discussions. Ramsey El-Fakir, CIO and Managing Director, spoke about “The Paperless Office”, providing insights to reducing paper and upholding security in our ever-growing electronic world. Brian Epstein, Director of Wealth Management Solutions, as part of an exciting panel “Best Practices for Sustainability as Offices Expand and Contract”, shed light on industry trends that require adaptation to support sustainability.

    Through this exciting two-day event, Fi-Tek also managed a booth and participated in close interactions with various family offices to have a focused understanding of their operations, technology needs & challenges and dwell on the solutions offerings which encompass all facets of their wealth management needs.

  • Cadence Bank selects Fi-Tek’s TrustPortal to manage growth

    EDISON, NJ, January 27, 2014 – Fi-Tek announced today that Cadence Bank has gone live on the company’s fully integrated wealth management solution, TrustPortal. TrustPortal facilitates wealth managers in consolidating their business functions onto a single platform with the client’s entire wealth management life cycle in mind.

  • Fi-Tek’s TrustPortal rated as ‘Best-in-Class’ Core Accounting Platform for Trust and Private Banks

    EDISON, NJ, September 9, 2013 – Fi-Tek announced today that in a recently conducted CEB TowerGroup study of major accounting platforms servicing the Trust and Private banking segment, its premier wealth management solution – TrustPortal – has received the highest rating of “Best-in-Class” in the most important and critical Core Accounting functionality. The core accounting and operations functions are at the heart of any wealth management operation and the banks can gain significant cost and operations efficiency with the right platform.

  • Fi-Tek co-hosts TrustPortal Conference with Northern Trust

    The TrustPortal Conference was held in Chicago from May 5-7, 2013, which Fi-Tek co-hosted with Northern Trust, a leading global provider of asset management, fiduciary, banking, asset servicing and fund administration solutions. The Conference was attended by over 50 financial institutions, who use the TrustPortal Wealth Management Platform to manage the complete lifecycle of wealth management operations.

    In this convention Fi-Tek also provided a glimpse of its enhanced wealth management solution, TrustPortal Global Platform, set to be launched in Fall 2013.