Global Wealthes Fi Tek

Global WealthES™ - Fi-Tek

Global WealthES™ - Fi-Tek Global wealth enterprise solution – global wealthes™ (formerly known as trustportal) is a comprehensive and integrated wealth management solution for large and medium sized financial institutions enabling them to manage their business most efficiently. Global securities processing with automated settlement in 80 markets. achieve 99% straight through processing via seamless integrations. fi tek powers seamless wealth management with ai driven insights, compliance automation, and real time business intelligence.

Global WealthES™ - Fi-Tek

Global WealthES™ - Fi-Tek Global wealthes™ is an extremely flexible and easy to use solution for trust and wealth management. it is currently being used by over 100 trust banks and asset managers to manage over $200 bn in assets. Through the years fi tek has been focused on building financial technology solutions for private banks, trust banks, hedge funds administrators & managers, family offices, rias, and brokerages. Global wealth enterprise solution (global wealthes) supports the entire lifecycle of wealth management. deployed over private secured clouds, these solutions are highly scalable to meet the requirements of institutional providers. The client is a large regional bank and wealth management firm with $6 billion of assets and over 100 locations. it serves a large spectrum of clients ranging from individual investors to small and mid sized businesses, as well as large corporations, non profit organizations and family foundations.

Global WealthES™ - Fi-Tek

Global WealthES™ - Fi-Tek Global wealth enterprise solution (global wealthes) supports the entire lifecycle of wealth management. deployed over private secured clouds, these solutions are highly scalable to meet the requirements of institutional providers. The client is a large regional bank and wealth management firm with $6 billion of assets and over 100 locations. it serves a large spectrum of clients ranging from individual investors to small and mid sized businesses, as well as large corporations, non profit organizations and family foundations. The core operations module of global wealthes is equipped to handle the complexities associated with the requirements of global financial institutions. it is a comprehensive tax lot accounting platform, with multi ledger capabilities, and supports a host of securities transactions and asset classes. Global wealthes™ is an extremely flexible and easy to use solution for trust and wealth management. it is currently being used by over 100 trust banks and asset managers to manage over $200 bn in assets. Seamless portfolio management for both global and domestic markets. comprehensive accounting with multi currency capabilities. efficient processing and settlement across over 80 markets. direct trades via fix engine 400 brokers for instant fills. Global wealth enterprise solution – global wealthes™ (formerly known as trustportal) is a comprehensive and integrated wealth management solution for large and medium sized financial.

Global WealthES™ - Fi-Tek

Global WealthES™ - Fi-Tek The core operations module of global wealthes is equipped to handle the complexities associated with the requirements of global financial institutions. it is a comprehensive tax lot accounting platform, with multi ledger capabilities, and supports a host of securities transactions and asset classes. Global wealthes™ is an extremely flexible and easy to use solution for trust and wealth management. it is currently being used by over 100 trust banks and asset managers to manage over $200 bn in assets. Seamless portfolio management for both global and domestic markets. comprehensive accounting with multi currency capabilities. efficient processing and settlement across over 80 markets. direct trades via fix engine 400 brokers for instant fills. Global wealth enterprise solution – global wealthes™ (formerly known as trustportal) is a comprehensive and integrated wealth management solution for large and medium sized financial.

Global WealthES™ - Fi-Tek

Global WealthES™ - Fi-Tek Seamless portfolio management for both global and domestic markets. comprehensive accounting with multi currency capabilities. efficient processing and settlement across over 80 markets. direct trades via fix engine 400 brokers for instant fills. Global wealth enterprise solution – global wealthes™ (formerly known as trustportal) is a comprehensive and integrated wealth management solution for large and medium sized financial.

Global WealthES™ - Fi-Tek

Global WealthES™ - Fi-Tek

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