Global WealthES™
Global WealthES™ is a web-based wealth management platform for medium and large financial institutions.
What Global WealthES™ is
Global WealthES™ is a web-based wealth management platform for medium and large financial institutions. Its scope includes financial planning, account enrollment and administration, investment management, portfolio accounting, securities processing, compliance reviews, reporting, client access, performance measurement, and business intelligence. It supports domestic and global trading, full tax-lot accounting, and multiple currencies. Securities processing and settlement are available in more than 80 markets, and an integrated FIX engine connects to over 400 brokers for fills and confirmations.
Fi-Tek describes integration through extracts, web services, and XML/SWIFT real-time messaging using Microsoft BizTalk technology. The platform provides internal and client reports and statements, data-mining tools, and mobile access on any device. Fi-Tek offers a hosted option through its Cloud Services. For that hosted environment, Fi-Tek states 99.5% uptime and 24/7 emergency help-desk support. It also describes scheduled data replication and backups, data centers it characterizes as SAS-70/SSAE16 compliant, and access through two-factor authentication or VPN. Pricing is available on request.
Good
- Covers planning, investment management, and portfolio accounting.
- Supports multiple currencies and full tax-lot accounting.
- Processes and settles securities in over 80 markets.
- FIX engine connects to over 400 brokers.
- Hosted service includes stated 24/7 emergency help-desk support.
Watch out
- Pricing is available on request.
- The hosted option’s stated uptime is 99.5%.
- Hosted access is through authorized endpoints.
Who it suits
Global WealthES suits medium and large financial institutions, including private banks, trust banks, wealth managers, broker-dealers, family offices, and RIAs. It is aimed at organizations needing investment, accounting, securities-processing, and reporting capabilities in one platform.
Verdict
Global WealthES brings a wide range of wealth-management functions together for financial institutions. Organizations considering the hosted option should review its stated uptime, security, and access arrangements with Fi-Tek.
The facts
Each one read from Global WealthES™'s own pages, with the date it was checked.
What it does
- Broker connections
- Its integrated FIX engine connects to over 400 brokers for fills and confirmations.checked 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.checked 7 Oct 2026
- External interfaces
- The securities processing module supports over 80 interfaces to external providers.checked 7 Oct 2026
- Hosted availability
- Fi-Tek’s cloud services page states 99.5% uptime during a given month for its hosted environment.checked 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.checked 7 Oct 2026
- Hosted option
- Fi-Tek offers hosted Global WealthES through its Cloud Services.checked 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.checked 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.checked 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.checked 7 Oct 2026
- Integration
- The product supports integration through extracts, web services, and XML/SWIFT real-time messaging using Microsoft BizTalk technology.checked 7 Oct 2026
- Integration methods
- Fi-Tek describes integrations through extracts, web services, and XML/SWIFT real-time messaging using Microsoft BizTalk technology.checked 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.checked 7 Oct 2026
- Markets
- Global securities processing and settlement is available in over 80 markets.checked 7 Oct 2026
- Processing
- The product combines global and domestic trading with portfolio management and full tax-lot accounting with multi-currency capability.checked 7 Oct 2026
- Product
- Global WealthES is an integrated wealth management solution for medium and large financial institutions.checked 7 Oct 2026
- Product purpose
- Global WealthES is an integrated wealth management solution for large and medium-sized financial institutions.checked 7 Oct 2026
- Reporting
- Global WealthES offers more than 150 reports and client statements.checked 7 Oct 2026
- Reporting and mobile access
- The product offers internal and client reports and statements, data-mining tools, and mobile access on any device.checked 7 Oct 2026
- Sales access
- Fi-Tek provides a request-a-demo form that includes Global WealthES as a product choice.checked 7 Oct 2026
- Securities processing
- Global WealthES supports securities processing and settlement in over 80 markets.checked 7 Oct 2026
- Target organizations
- Fi-Tek describes Global WealthES as serving private banks, trust banks, wealth managers, broker-dealers, family offices, RIAs, and other financial institutions.checked 7 Oct 2026
The company
- Company assurance
- Fi-Tek says it undergoes an annual SSAE 18 SOC 1 Type II audit and is ISO 9001:2015 certified.checked 7 Oct 2026
- Headquarters
- Edison, New Jersey, USAchecked 28 Sep 2026
- Maker and headquarters
- Fi-Tek, LLC lists its corporate headquarters in Edison, New Jersey, USA.checked 7 Oct 2026
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