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Fi-Tek

Wealth management, hedge fund, and family office technology platforms serving trust, wealth, and brokerage businesses.

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Overview

Fi-Tek provides wealth management software, Global WealthES™, covering the full wealth management lifecycle, including financial planning, investment management, portfolio accounting, and securities processing. It also offers HedgeTek® for hedge funds and private equity, addressing complex investor allocation and accounting requirements.

Through its wholly-owned subsidiary, Rockit Solutions (now Fi-Tek Wealth Solutions), the company provides integrated family office technology solutions, including data aggregation, accounting, performance, and reporting. Fi-Tek was founded in 1998 and supports financial institutions, family offices, and hedge funds.

Key Features

+ GWES wealth management platform
+ Rockit Solutions family office technology
+ Hedge fund investor allocation and accounting tools
+ Digital onboarding and advisor/admin dashboards

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