Fi-Tek updates, conference highlights, and announcements that map the evolution of wealth technology and integrated platform innovation.
The Fi-Tek Wealth Technology Conference returns to New York, bringing together industry leaders and enterprise peers for focused conversations on the future of wealth technology.
What to expect
Designed for the decisive: an exclusive executive forum for industry leaders to drive strategic collaboration and share actionable insights around GWES technology.
Event details
Date
September 28-30, 2026
Location
New York Marriott Marquis, Times Square, NYC
Theme
AI, Operations, Client Experience
Questions?
Conference - September 28-30, 2026
FWTC26 returns to the New York Marriott Marquis in Times Square with executive conversations on AI, operations, client experience, and the future of GWES wealth technology.
Conference - 2025
Fi-Tek invited attendees to the Marriott Marquis in New York City for the 2025 Wealth Tech Conference, themed around wealth convergence across trust, wealth, and brokerage.
Conference - 2023
The 2023 conference in New York focused on business transformation powered by GWES Digital Apps.
Conference - 2022
Fi-Tek announced plans to host its annual Wealth Technology Conference from October 3-5, 2022 in New York City.
Events - 2020
The five-day virtual event demonstrated platform leadership in trust and wealth management with new GWES functionality and roadmap insights.
Conference - 2019
Fi-Tek hosted its annual client conference for TrustPortal and Global WealthES at the Times Square Marriott Marquis in New York City.
Conference - 2017
The Las Vegas user conference covered new platform features, roadmap enhancements, product training, client experiences, and industry trends.
Events - 2016
Fi-Tek participated in the Newport, RI forum, including a cybersecurity panel featuring CIO and Senior Managing Director Ramsey El-Fakir.
Announcement - 2016
Global data center solutions provider CyrusOne partnered with Fi-Tek to showcase secure private cloud roadmap themes during the 2016 User Conference.
Conference - 2015
Fi-Tek showcased new product modules, wealth management platform enhancements, mobility, BI analytics, user networking, and product training.
Events - 2015
Fi-Tek participated in the ABA Wealth Management & Trust Conference in Orlando, showcasing leading-edge wealth management and alternative investment platforms.
Announcement - 2020
Frost Bank selected Fi-Tek after a multi-year evaluation and launched the full GWES wealth management platform suite.
Announcement - 2016
The acquisition expands Fi-Tek's services for family offices and wealth management technology clients.
Announcement - 2014
Fi-Tek extended its relationship with Northern Trust to support a new investment advisory program using Global WealthES and TrustPortal.
Announcement - 2014
Citi Private Bank selected Global WealthES as its core securities processing and accounting platform.
Announcement - 2014
Fi-Tek showcased wealth management, securities settlement, STP, and analytics solutions at SIFMA Tech in New York.
Announcement - 2014
Fi-Tek participated as Gold Sponsor, speaking on paperless office practices, cybersecurity, and sustainability for family offices.
Announcement - 2014
Cadence Bank went live on TrustPortal to consolidate trust and wealth lifecycle operations onto a single platform.
Announcement - 2013
TrustPortal was recognized as Best-in-Class for core accounting functionality in the trust and private banking segment.
Announcement - 2013
Fi-Tek co-hosted the TrustPortal Conference in Chicago with Northern Trust and previewed TrustPortal Global Platform.
