Blog

In wealth management, the conversation often revolves around markets, performance, and client relationships. But behind all of that, there’s an ever-present guardian that rarely makes headlines — the security of the systems that hold everything together. Working in financial technology, we have come to appreciate that cybersecurity isn’t just a technical discipline. It’s the architecture [...]

Introduction After another successful year of partnering with our clients, the Fi-Tek team is looking forward to 2026. We wanted to share a few of the trends that we believe will continue to shape wealth management over the next several years. Continued consolidation of wealth managers and service providers adds fuel to the convergence of [...]

Despite continued periods of volatility, cryptocurrencies, most notably stablecoins, are poised to become part of mainstream, traditional finance. The drivers are regulatory clarity and the increased likelihood of tokenized securities. The passage of the GENIUS act in July 2025 represented the first step in positioning America to be a leader in digital assets by clarifying [...]

Using Technology and Organizational Redesign to Scale High Quality Service Mike Tropeano, CFA, AIF – Senior Vice President, Fi-Tek Service is the primary way in which wealth managers look to differentiate themselves. Delivering high quality service has become more difficult and costly. Client relationships have increased in complexity and the number of touch points. Adding [...]

“Adversaries matured faster than ever, innovating techniques and tools as well as finding creative solutions to circumvent modern defenses, all while staying laser-focused on their targets. Adversaries are streamlining their tactics, refining and scaling successful strategies, and learning from both their own and their colleagues’ mistakes and successes to conduct attacks with a business-oriented approach.” [...]

Two Leading FinTech Companies Partner to Upend Siloed Processing Among Trust & Non-Trust Business Lines—Offering a Streamlined View of Positions & Balances Across All Accounts New York, NY—March 25, 2025—BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, and Fi-Tek, LLC, a leading FinTech company specializing [...]

The 2024 Fi-Tek Wealth Technology Conference, held from October 7-9 at the Marriott Marquis in New York City, brought together over 150 wealth management professionals under the theme, "Fintech NextGen Powered by Digital Apps, Bots, and AI – Empowering the Next Generation of Wealth Management."  This annual event offered attendees the opportunity to explore new [...]

For some reason, the old movie Stripes has been replaying on cable TV recently. In one hilarious scene, Bill Murray and his platoon stay up all night to prepare for their graduation ceremony. Still in their basic clothes, they wake up just in time to hustle over to the graduation. All the other platoons are [...]

On May 28, 2024, the SEC mandated change from a “T+2” to “T+1” standard settlement cycle for most broker-dealer transactions went into effect. This capped a years-long effort by financial institutions across the spectrum to adjust, install, modify, test, train, and ensure they were ready to accommodate the endeavor. The change to shorten the settlement [...]

Ramsey El-Fakir - Senior Managing Director & CIO - Technology and Infrastructure As the second quarter of 2021 begins, I’m reminded of this time last year. Like so many businesses, flexibility and adaption were key for continued success. Fi-Tek’s systems met the challenge as our employees and clients moved to remote work. Perhaps the silver [...]