Technology is a key differentiator in the wealth management industry and your success is greatly enhanced by partnering with Fi-Tek. With our strong and diverse customer base anchored by leading financial institutions, we offer investment advisory solutions that best fit your business needs. Our comprehensive and integrated web based wealth management platform allows you to focus on your core competencies while we use our expertise in technology to seamlessly integrate your front, middle and back office operations thus providing tangible benefits to your business. A wide spectrum of financial institutions across the globe is using our offerings to delight their customers.
Wealth Management Firms
Our Product Offerings
Wealth Management Analytics
Use an extensive set of analytical tools to help attract clients and effectively serve their financial planning needs.
Investment Management
Execute trades and create portfolio models and benchmarks based on individual or group accounts.
Automated Account Review
Simplify and automate the account review process to easily navigate through the life cycle of a review process.
Accounting
Execute trades as the platform works seamlessly with the comprehensive tax lot accounting platform engine, keeping all your accounts with real-time account information.
Reporting & Statements
Leverage Global WealthES’s extensive reporting and statement generation capabilities – choose from more than 250 reports.
Client Internet Access
View customized screens with preformatted, easy-to-read reports in graphical and tabular formats, accessible from your website.
Performance Measurement
Calculate a time-weighted rate of return on a monthly, quarterly, semi-annual and annual basis.
Decision Tools
Configure the dashboard to be a decision and monitoring tool for managing the business with easy access to key information.
Reporting & Statements
Leverage Global WealthES’s extensive reporting and statement generation capabilities – choose from more than 150 reports.
Performance Measurement
Calculate a time-weighted rate of return on a monthly, quarterly, semi-annual and annual basis.
