Rebalancing hundreds of client accounts across model portfolios efficiently
Built for the Scale and Growth of Registered Investment Advisors
Unify advisory workflows, model rebalancing, portfolio accounting, fee billing, and client portals on a single enterprise platform. Global WealthES helps RIAs scale client servicing while streamlining operational overhead.
The Operational Friction
Systemic Friction in Growing RIA Practices
RIAs face growing client books, expanding compliance requirements, and custodial integration challenges across disparate point solutions. Fragmented software creates operational drag and limits advisor capacity. Global WealthES brings financial planning, model rebalancing, billing, and client portals onto a single unified platform.
Automating quarterly billing, fee calculation, and account debiting
Connecting custodial data feeds across multiple custodian partners
Delivering modern digital portal access and branded client reporting
Scaling firm AUM and advisor teams without expanding back-office overhead
Capability Explorer
Explore the RIA Ecosystem
Navigate our comprehensive suite of capabilities based on your advisory practice goals, portfolio models, and client servicing needs.
Investment Planning
Use an extensive set of analytical tools to help attract clients and effectively serve their financial planning needs.
Operational Outcomes
Connected Visibility Across Advisory and Practice Operations
Enable RIA leadership with transparent reporting, automated rebalancing, and integrated practice workflow insight.
Key Deliverables
- Unified operational visibility across advisor, portfolio, billing, and servicing workflows
- Automated model rebalancing across multi-custodial account structures
- Streamlined quarterly fee billing calculations and custodial debit file generation
- Modern branded digital portal experiences for clients and family offices
RIA Platform
Unified
Single database connecting advisory, rebalancing, billing, and portal.
Rebalancing
Automated
Efficient trade batch generation across hundreds of client accounts.
Billing
Streamlined
Automated quarterly fee calculations and custodial debit files.
Growth
Scalable
Expand AUM and advisor count without linear back-office staff growth.
Enterprise Solution
Accelerate Your RIA Operations Modernization
Partner with Fi-Tek to unify advisory workflows, automate portfolio rebalancing, and establish a scalable RIA operating foundation.