milissa.gravois
Acronym
Fi-Tek
Product ID
Fi-Tek_Gloval_Wealth_ES
Description

Wealth management platform for RIAs and Wealth Trust organizations

Images
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Fi-Tek WOW
Details
  • We provide wealth managers with a comprehensive solution from the front, middle and back offices. Our modular design allows for us to deliver a best-in-class solution to meet the complex needs of our clients. 
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Fi-Tek Advisor Dashboard
Details
  • Advisor Dashboard centralizes portfolio and operational information into a single workspace designed to support advisor productivity and decision-making. The platform enables advisors to monitor client relationships, review portfolio activity, track performance, and surface actionable information in order to deliver more responsive client service.
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Fi-Tek Report Studio
Details
  • Report Studio enables firms to create, customize, and distribute highly configurable client and operational reports through a flexible reporting framework. Designed to support a wide range of reporting needs, from portfolio performance and allocation reporting to branded client communication, Report Studio empowers firms to tailor report layouts, data visualizations, and content structures to align with their client experience standards.
Features
  • Consolidated platform to serivce both RIA and wealth trust accounts
  • Advanced portfolio management and reporting
  • Designed for mass affluent, HNW and UHNW clients
Vendors
Fi-Tek
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Integrated Platform
Other
Outsourcing Providers
Portfolio Management
Reporting
Trading & Rebalancing
UHNW Technology
Solution
Daily Data Files
Ad Hoc Tags
DoubleClick Tags

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