Fi-Tek

Fi-Tek, known for its pioneering role in fintech solutions, provides comprehensive technology solutions tailored for the wealth management sector. The company has designed industry-leading products to address the entire lifecycle of wealth management and complex investor accounting requirements. Fi-Tek's product suite includes Global WealthES™, HedgeTek®, and Rockit® Solutions, each offering specialized capabilities to meet the diverse needs of financial institutions globally.

Fi-Tek offers a range of solutions that cater to various aspects of wealth management, including trust, brokerage, and investment advisory. Among its key offerings is TrustWealthX, introduced in collaboration with BetaNXT, enabling clients to seamlessly manage and report on trust, brokerage, and wealth businesses. This platform is designed to enhance operational efficiency and provide comprehensive reporting capabilities.

The company’s product line includes Global WealthES™, which supports wealth management firms with a robust platform for managing client investments. HedgeTek® is tailored for hedge fund administrators, focusing on intricate investor accounting needs with functionalities such as fee calculations across multiple fund structures. Rockit® Solutions, a wholly-owned subsidiary, extends Fi-Tek’s reach into the family office segment, offering integrated solutions for managing complex family wealth.

Fi-Tek serves a broad client base, including global private banks, trust banks, broker-dealers, and registered investment advisors. The company has established itself as a trusted partner for global family offices, leveraging its strategic acquisition of Rockit® Solutions to enhance its offerings in this market. Partnerships with leading financial institutions underscore Fi-Tek’s commitment to delivering reliable and innovative solutions.

Technically, Fi-Tek’s platforms are recognized for their real-time integration capabilities, serving over 100 financial institutions worldwide. The solutions are designed with flexibility in mind, allowing for customization to meet specific client requirements. The company employs a multi-dimensional accuracy testing methodology to ensure data quality, reinforcing its reputation for precision.

Fi-Tek offers various integration options, including cloud services and OpsSourcing, a fully integrated outsourcing solution. These services enable clients to optimize operational costs while focusing on growth and client goals. The cloud offerings are particularly beneficial in the current economic environment, providing scalable solutions that align with clients’ strategic objectives.