Who Uses This Software?

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

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Pricing Details
    Available on Request. Please reach out to us@ www.fi-tek.com/contact_us.php
  • Free Trial
  • 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 WealthES is a comprehensive and integrated wealth management solution for large & medium sized financial institutions. The application delivers straight through processing and includes in-depth functionalities on Financial Planning, Investment Management, Securities Processing & Accounting, Regulatory & Compliance Review, Client Access Portal, Reports & Statements and Business Intelligence.

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Global WealthES Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Global WealthES Reviews

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