Decision Tools | Wealth Management Technology Solution | Fi-Tek Trust Accounting and Wealth Management Platform

Decision Tools

Global WealthES's dashboard technology enables front and middle office users to easily access information required for day to day operations. The configurable dashboard can be set up as a decision and monitoring tool for managing the business.


  • Configurable with Drag and Drop functionality
  • Allows management of widgets
  • Rules can be set so that relevant information is displayed
  • Pre-defined functional widgets covering different modules of Wealth Management Platform
  • Can be set for different management levels
  • Can be set for viewing real time as well as historical data


Value Proposition:

  • Allows you to be on top of your business through configurable, easy to use graphical as well as textual widgets
  • Allows you to track breaches, market and portfolio positions all in one place
  • Allows you to see trends in data and take proactive measures


Business Intelligence

Our Wealth Management Platform also includes a powerful Business Intelligence (BI) module, developed leveraging IBM Cognos BI tool, that render its users with a 360 degree view of the business and enables them to take informed decisions.

It comprises of highly intuitive dashboards and reports dwelling on analysis of various facets of business like Customer, Portfolio, Revenue and Compliance. Customized reports can also be created on the fly using the Ad-hoc Report Writer section.

The application is endowed with rich visualization, drill down as well as slice and dice capabilities providing unmatched user experience.