Wealth Management Firms | Fi-Tek Wealth Management and Hedge Fund Platform
Technology is a key differentiator in the wealth management industry and your success is greatly enhanced by partnering with Fi-Tek. With our strong and diverse customer base anchored by leading financial institutions, we offer investment advisory solutions that best fit your business needs. Our comprehensive and integrated web based wealth management platform allows you to focus on your core competencies while we use our expertise in technology to seamlessly integrate your front, middle and back office operations thus providing tangible benefits to your business. A wide spectrum of financial institutions across the globe is using our offerings to delight their customers.

 

User Groups   
 

Wealth Management Firms

 

 

 

 

 

 

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Business Function # Our Product Offerings
 
 
Wealth Planning  
     
Portfolio Management & Rebalancing  

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Portfolio Accounting  

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Customer Management  

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Business Operations Management  

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Investment Performance Reporting