333 Thornall Street, 2nd Floor, Edison, NJ 08837, United States
Industry-leading product solutions catering to the entire lifecycle of wealth management and complex investor accounting requirements of hedge funds and other securities partnerships
Fi-Tek is a premier product-focused financial technology solutions and services company. Our products and solutions address the complex needs of financial services providers in the Wealth Management and Alternative Investments domains. We have a proven track record of successfully serving the top tier clients in this arena and have catered to their changing requirements with flexibility and agility, enabling us to carve our niche and achieve distinction in this highly competitive industry. Many of the clients have also been our partners in progress, rendering valuable domain knowledge and business insight.
Fi-Tek has a strong and committed global resource pool from varied disciplines, possessing diverse skill sets and domain expertise. The team includes skilled analysts, programmers, technologists, MBAs, and CPAs who bring together unique problem-solving skills to build technology tools unique in the industry.
Equipped with best-in-class infrastructure and facilities in various parts of the globe, Fi-Tek engages in SSAE 18 SOC 1 Type II audit annually, and being an ISO 9001:2015 certified company follows industry standard best practices in various business functions including development, implementation, and support.
Global WealthES has flexible communications bus and can connect to DTC and major custodians, Fidelity, Broadridge-Matrix, Pershing, SWIFT and file structures using WebSphereMQ and BizTalk architecture. Global WealthES is also branded as TrustPortal in the domestic private bank and trust markets. Global WealthES and TrustPortal are similar in its core processing, accounting, and reporting features.......
The OpsSourcing platform is a fully integrated outsourcing solution that combines Fi-Tek's best-in-class wealth management software with services from our highly experienced and trust affiliate, First State Trust Company. The outsourcing solution provides you with the competitive edge by allowing you to focus on growth and better understanding of your customers'......
It can be branded with your custom logo and colors and is most often the way individual account owners access their financial data. Portfolio View offers an array of report and other features, with a high level of customization....
Rockit®Command’s capabilities include the ability to sort, gather, compare and filter your data virtually in any way you need. It lets you easily review a single account, any group of accounts or all of your accounts....
Additional services include partnership accounting and tax services for those who invest through family limited partnerships or other pooled investment vehicles, as well as for specialized needs for investment and performance reporting. Maintaining spreadsheets, reconciling data and manually preparing reports can be an inefficient use of time and resources and more importantly, is......