About Global WealthES
Global WealthES by Fi-Tek is a comprehensive, enterprise-grade wealth management platform built to unify front-, middle-, and back-office operations within a single system, making it especially valuable for institutions managing complex fiduciary accounts.
Global WealthES Details
Vendor
Fi-Tek
Year Launched
1998
Location
333 Thornall Street, 2nd Floor Edison, NJ 08837, United States
Deployment
cloud, web browser
Training Options
documentation, live online, in person, demo
Countries Served
All Countries
Languages
English, Spanish, French, German, Chinese, Japanese, Korean, Russian, Portuguese, Italian, Dutch, Arabic, Polish, Turkish, Swedish, Norwegian, Danish, Finnish, Hebrew, Greek, Hindi.
Users
Private banking professionals, Trust officers, Registered investment advisors, Fund administrators, Hedge fund managers
Industries Served
Private banking, Trust services, Wealth management, Asset management, Hedge funds
Tags
Investment Management, Wealth Management, Financial Planning, Portfolio Management, Risk Management, Investment Analysis, Client Reporting, Financial Services, Global WealthES, Fi-Tek
Global WealthES's In-App Market Place
Does Global WealthES have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), SEK (kr), NZD (NZ$), KRW (₩), HKD (HK$), NOK (kr), SGD (S$), MXN (Mex$), INR (₹), BRL (R$), RUB (₽), ZAR (R), TRY (₺), AED (د.إ), SAR (ر.س), IDR (Rp), MYR (RM), THB (฿)
Pros & Cons
- Connects front-to-back work smoothly, which helps drive very high straight-through processing rates.
- Handles multiple currencies and international settlements with confidence, even across busy global operations.
- Lets firms shape reports and dashboards to match their own branding and working style.
- Initial account setup and system configuration can take longer than lighter standalone tools.
- Pricing information is not publicly available, which may make budgeting and evaluation more difficult.
Global WealthES's Support Options
Contact
(732) 767 5437