Family Offices | Fi-Tek Wealth Management and Hedge Fund Platform

Family Offices often have complex holding structure of trusts, partnerships and individual accounts. Their investments are usually pooled together in various combinations invested in publicly traded companies, private companies, hedge funds, real estates, and others investment instruments. Our offering for Family offices considers all these requirements and stitches modules from both Wealth Management and Alternative Investment space into a complete and robust solution for Family Offices.

 

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Business Needs # Solution Offerings
 
 

Accounting & Securities Processing

 

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General Ledger

 

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Partnership Allocation

 

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Data Aggregation

 

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Customized Reporting

 

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Wealth Management

 

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