Client Profile | Fi-Tek Customer Centric Financial Technology Software

Client Profile

Through the years Fi-Tek has been focused in building financial technology solutions for Private Banks, Trust Banks, Hedge Funds Administrators & Managers, Family Offices, RIAs and Brokerages.

Combining robust technology with sharp business acumen, Fi-Tek has been able to continually innovate and augment its software platforms and thereby serve its client base better as well as expand to a wider market spectrum. Fi-Tek's Wealth Management Softwares  Global WealthES and TrustPortal, are the leading platforms in the industry today.

HedgeTek, our offering in the Alternative Investments space, is the leading Investor Accounting platform in the Hedge Fund industry, serving top notch Hedge Fund Administrators and multi-billion dollar Hedge Fund Managers.

Our continuous endeavor and focus on clients' success has helped us service over 450 clients across diverse areas in financial services, with over $1 Trillion in AUA across all technology platforms.

A brief snapshot of our customer profile is as follows:


Private Banks & Trust Institutions

  Over 100 banks across the US

Large Broker Dealers

  Including the largest brokerage institution

Institutional Clients

  Over 300 pension plans

Hedge Fund Administrators and Managers

  5 of the top 10 Administrators and 2000 Hedge Funds

Family Offices

  Ranging in size from $2 billion to over $8 billion in assets