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Global WealthES™
Edison, New Jersey, USA
What it is
Global WealthES™ is Fi-Tek’s web-based wealth management platform for medium and large financial institutions. It covers financial planning, account enrollment and administration, investment management, portfolio accounting, securities processing, compliance reviews, reporting, client access, performance measurement, and business intelligence. The system supports global and domestic trading, portfolio management, full tax-lot accounting, multiple currencies, and settlement across more than 80 markets. An integrated FIX engine connects with over 400 brokers for fills and confirmations. Integrations can use extracts, web services, or XML/SWIFT real-time messaging through Microsoft BizTalk technology, while securities processing supports more than 80 external interfaces. The product provides internal and client reports, statements, data-mining tools, and mobile access on any device, with more than 150 reports and client statements listed. Fi-Tek also offers hosted deployment through Cloud Services, stating 99.5% uptime, 24/7 help-desk support, replication and backups, and two-factor authentication or VPN access.
For and against
For
- Supports trading across global and domestic markets
- Processes securities in over 80 markets
- Connects to over 400 brokers
- Offers multi-currency tax-lot accounting
- Provides mobile access on any device
Against
- Pricing is available only on request
- Hosted service is a separate option
- Designed for medium and large institutions
The verdict
Global WealthES brings investment, accounting, processing, compliance, reporting, and client access into one web platform. Its breadth and hosted controls target institutional wealth operations rather than small practices.
Who it suits
Global WealthES suits private banks, trust banks, wealth managers, broker-dealers, family offices, RIAs, and other financial institutions. It is designed for organizations needing broad trading, accounting, reporting, and operational coverage.
On the record
- Broker connections
- Its integrated FIX engine connects to over 400 brokers for fills and confirmations.fi-tek.com · read 7 Oct 2026
- Company assurance
- Fi-Tek says it undergoes an annual SSAE 18 SOC 1 Type II audit and is ISO 9001:2015 certified.fi-tek.com · read 7 Oct 2026
- Coverage
- The platform covers financial planning, account enrollment and administration, investment management, portfolio accounting, securities processing, compliance reviews, reporting, client access, performance measurement, and business intelligence.fi-tek.com · read 7 Oct 2026
- External interfaces
- The securities processing module supports over 80 interfaces to external providers.fi-tek.com · read 7 Oct 2026
- Hosted availability
- Fi-Tek’s cloud services page states 99.5% uptime during a given month for its hosted environment.fi-tek.com · read 7 Oct 2026
- Hosted availability and support
- Fi-Tek's Cloud Services page states 99.5% uptime and a dedicated help desk providing 24/7 client support.fi-tek.com · read 7 Oct 2026
- Hosted option
- Fi-Tek offers hosted Global WealthES through its Cloud Services.fi-tek.com · read 7 Oct 2026
- Hosted security
- Fi-Tek says its cloud service uses partner data centers it describes as SAS-70 Type II/SSAE16 compliant and supports two-factor authentication under FFIEC guidelines or access via VPN.fi-tek.com · read 7 Oct 2026
- Hosted security and recovery
- Fi-Tek says its hosted service uses SAS-70/SSAE16-compliant data centers, supports two-factor authentication or VPN access, and includes scheduled data replication and backups.fi-tek.com · read 7 Oct 2026
- Hosted support and access
- Fi-Tek’s cloud services page states 24/7 emergency help-desk support and accessibility from authorized endpoints.fi-tek.com · read 7 Oct 2026
- Integration
- The product supports integration through extracts, web services, and XML/SWIFT real-time messaging using Microsoft BizTalk technology.fi-tek.com · read 7 Oct 2026
- Integration methods
- Fi-Tek describes integrations through extracts, web services, and XML/SWIFT real-time messaging using Microsoft BizTalk technology.fi-tek.com · read 7 Oct 2026
- Intended customers
- Fi-Tek describes Global WealthES as serving private banks, trust banks, wealth managers, broker-dealers, family offices, RIAs, and other financial institutions.fi-tek.com · read 7 Oct 2026
- Maker and headquarters
- Fi-Tek, LLC lists its corporate headquarters in Edison, New Jersey, USA.fi-tek.com · read 7 Oct 2026
- Markets
- Global securities processing and settlement is available in over 80 markets.fi-tek.com · read 7 Oct 2026
- Processing
- The product combines global and domestic trading with portfolio management and full tax-lot accounting with multi-currency capability.fi-tek.com · read 7 Oct 2026
- Product
- Global WealthES is an integrated wealth management solution for medium and large financial institutions.fi-tek.com · read 7 Oct 2026
- Product purpose
- Global WealthES is an integrated wealth management solution for large and medium-sized financial institutions.fi-tek.com · read 7 Oct 2026
