Fi-Tek
Curated by SignalWealth management software suite optimizing operations for financial institutions.
Overview
Fi-Tek is a company that offers a wealth management software suite aimed at improving the operational efficiency of wealth managers and financial advisors. The platform includes various fintech tools such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. The company targets global private banks, hedge fund administrators, and wealth management firms, focusing on the complexities of investor accounting and wealth management through secure data aggregation and compliance features. Fi-Tek provides technology solutions that allow financial institutions to optimize investment strategies and offer personalized client advice.
Key facts
- Founded
- 1998
- Headquarters
- Edison, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 4 products and services
- Sign up to view
- Commercial model
- Sign up to view
Contact
- Primary office
- Sign up to view
