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Product Offerings

TrustPortal

 
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Fi-Tek’s Wealth Management Platform – TrustPortal - is a fully integrated investment management solution on a single, web-based platform for Wealth Managers, Private Banks, Trust Banks and other financial institutions. Providing end to end Front, Middle and Back-office functionality, TrustPortal streamlines your business needs by combining industry proven core solutions in Accounting, Financial Planning, Portfolio Management, Account Review and Tax Reporting & Statement Generation.

Consolidating your business functions on a single platform, TrustPortal with its cutting edge technology gives you the tools to gather real-time information and make well-informed decisions in today’s fast paced environment.

Offered as ASP model or as in-house hosted application, TrustPortal provides the flexibility matching your needs. As a hosted solution Fi-Tek maintains your technology infrastructure & application at secured SAS-70 compliant datacenters, which ensure 24X7 connectivity, high availability & data security.

 

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