Who Uses This Software?

Global Private Banks; Trust Banks Family Offices Wealth Management Firms.

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Pricing Details
    Available on Request
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Live Online
    In Person
  • Support
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Fi-Tek
  • www.fi-tek.com/
  • Founded 1999
  • United States

About Global WealthES

Global Wealth Enterprise Solution (Global WealthES) is a complete wealth management solution (front, middle and back-office) on a single, web-based platform targeted for wealth managers, banks and financial institutions. Global WealthES is also branded as TrustPortal in the domestic private bank and trust markets. Key functionalities supported in Global WealthES includes Investment Planning, Account Enrolment, Investment Management, Business Intelligence, Comprehensive Reporting and many more.


Global WealthES Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

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