1. No category

Global WealthES
Global Wealth Enterprise SolutionTM (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.
Global WealthES has flexible communications bus and can connect to DTC and major
custodians, Fidelity, Broadridge-Matrix, Pershing, SWIFT and file structures using
WebSphereMQ and BizTalk architecture.
End-to-End solution for Wealth Management
Global WealthES has multiple modules that are based on a single relational database
enabling users to perform the most complex business functions in an automated and
streamlined way, thus delivering the highest quality of service at optimal cost.
Features
 Wealth Management
 Strategic Asset Allocation
 Model Development
 Prospect Management
 Investment Planning
 Proposal Generation
 Investment Management
 Portfolio Management
 Pre Trade Analytics
 Rebalance
 Execution
 SMA/Model Delivery
 Account Administration
 Client Onboarding
 Account Setup
 Contributions and
Distributions
 Tax Preparation
 Fee Processing and
Planning
 Operations
 Global Trust Accounting
 Securities Processing
 Corporate Actions
 Cash Management
 Tax Lot P&I Accounting
 Real Time Data Integration With
Custody
Internal & External Systems
 Customer Engagement
 Client Reporting &
Statements
 Performance
 Mobile and Web Access
 CRM
 Strategy Development
 Business Intelligence & Analytics
 Top Client Identification
 Line of Business Trends
 Fiduciary Duties
 Compliance & Regulatory
 Risk Management
For more information contact us
About Fi-Tek
333 Thornall Street, 2nd Floor
Edison, NJ 08837
Fi-Tek is a premier technology company in the
Financial Services domain with industry leading
software solutions catering to Wealth Management
& Alternative Investments space. With a scalable
global business model and specialized domain
knowledge, Fi-Tek caters to a wide spectrum of
financial institutions including Trust and Private
Banks, Investment Advisors, Hedge Fund Managers
and
Administrators,
Family
Offices
and
Broker/Dealers. It has best-in-class infrastructure and
facilities in North America and India. It engages in
SSAE 16 SOC 1 Type II Audit annually, and being an
ISO 9001:2008 certified company follows industry
standard best practices in various business functions
including development, implementation and support.
Tel: (732) 767 5437
Fax: (732) 632 8191
Email: [email protected]