Performance Measurement | Wealth Management Software Solution | Fi-Tek Trust Accounting and Wealth Management Platform

Performance Measurement

Global WealthES's Performance Reporting calculates a time-weighted rate of return on a monthly, quarterly, semi-annual and annual basis.


    • Calculates ROR on a monthly, semi-annual and annual basis
    • Completely integrated with the Accounting engine's books and records
    • Benchmark performance against an index, multiple indices or create individualized composite index for benchmarking
    • Interfaces with third party Performance Management Systems


Value Proposition:

  • Elimination of data transfer and interface issues related to a third party engine
  • Allows users to track performance back to the inception of each account