Business Overview

PetakSys specializes in three business segments designed to address the unique needs encountered by small to medium-sized financial organizations. 

• Custom Software Development:
  Each financial institution has its distinct characteristics and at PetakSys we recognize that ready-made software may not always be the best fit for every situation. Our custom software development service is designed to meet these specific needs whether it involves streamlining processes using Robotic Process Automation (RPA) or enhancing internal efficiency using some cutting-edge technology solution. We work closely with our clients to create and implement software that aligns with their unique needs, ensuring they have the necessary tools to grow and exceed client demands. 
   
• Application and Data Integration:
  In today's interconnected world, it is essential to integrate systems for effective operations. PetakSys simplifies the connection between organizations and external services, like custodian banks and market data sources. Whether using APIs or flat file transfers, we ensure your business can efficiently share and manage data across platforms, improving accuracy, speed, and regulatory compliance.
   
• Automated Client Reporting and Platform Development:
  In wealth management, it is crucial to keep clients informed and provide reports that are easy to understand and accurate. PetakSys develops tailor-made solutions for client reporting that make the reporting process more efficient and punctual.

PetakSys has a deep understanding of financial technology and is dedicated to helping companies adopt cutting-edge technologies. Our services empower organizations to enhance their efficiency and customer engagement while also scaling themselves for future growth.

Customers

Our customers are small to mid-sized financial institutions, including multi-family offices, wealth management, and asset management firms. These organizations often lack of in-house IT resources necessary to achieve their digital transformation goals. By outsourcing their needs to PetakSys, they gain access to the expertise of our IT professionals well-versed in the financial industry. Our tailored services ensure that our customers can adopt cutting-edge technology without the complexity of building and managing an IT infrastructure on their own.