milissa.gravois
Acronym
Fi-Tek
Product ID
Fi-Tek_Global_Wealth_FO
Description
Integrated solution was created to meet the specific needs of the modern family office
Images
Features
- Consolidated reporting across all asset classes, including alternatives
- Fully integrated general ledger reporting
- Institutional grade reporting for UHNW investors and families
Vendors
Management Style
Schwab Products
Solution