User Conference

Fi-Tek will be hosting its annual Wealth Technology Conference from July 13th to 15th at the Grand Hyatt in New York City.

The three-day event will showcase Fi-Tek’s industry-leading wealth management technology ─ Global WealthES and will feature best practices in trust & wealth management, new platform functionality, and future technology roadmap. The conference also offers plenty of opportunities for the clients to engage with Fi-Tek SMEs in private break-out sessions, one on one to discuss individual & institutional challenges.

The various sessions will include Investment Management, Operations, Administration, OpsSourcing (Operations Outsourcing), and Technology. This event will provide an excellent forum for clients to network & exchange their experiences with their peers in Trust and Wealth Management. In addition, clients will have the opportunity to listen to key industry trends from leading industry speakers and also engage with various industry vendors providing critical services.

Note: A participation fee of $300 per person will appear on the quarterly invoice post the conference. Thank you!

Please reach out to Danielle Gogan ( for more information.