Skip to content
SPECIFICTION
Get listed

Global WealthES™

fi-tek.com

Web
Visit fi-tek.com
Spec score 7.2 #19 of 24 in Family Office Software

What it is

Global WealthES™ is Fi-Tek’s web-based wealth management solution 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 platform supports global and domestic trading, portfolio management, full tax-lot accounting, and multiple currencies. Securities processing and settlement span more than 80 markets, while an integrated FIX engine connects to over 400 brokers for fills and confirmations. Integrations use extracts, web services, or XML/SWIFT real-time messaging through Microsoft BizTalk technology, with more than 80 external-provider interfaces in the securities-processing module. Global WealthES offers internal and client reports and statements, data-mining tools, more than 150 reports, and mobile access on any device. Fi-Tek offers hosted deployment through Cloud Services, stating 99.5% uptime, 24/7 help-desk support, scheduled replication and backups, and access through two-factor authentication or VPN. Pricing is on request.

Spec sheet

Product
Global WealthES is an integrated wealth management solution for medium and large financial institutions.Read 7 Oct 2026 · fi-tek.com
Headquarters
Edison, New Jersey, USARead 28 Sep 2026 · fi-tek.com
Broker connections
Its integrated FIX engine connects to over 400 brokers for fills and confirmations.Read 7 Oct 2026 · fi-tek.com
Company assurance
Fi-Tek says it undergoes an annual SSAE 18 SOC 1 Type II audit and is ISO 9001:2015 certified.Read 7 Oct 2026 · fi-tek.com
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.Read 7 Oct 2026 · fi-tek.com
External interfaces
The securities processing module supports over 80 interfaces to external providers.Read 7 Oct 2026 · fi-tek.com
Hosted availability
Fi-Tek’s cloud services page states 99.5% uptime during a given month for its hosted environment.Read 7 Oct 2026 · fi-tek.com
Hosted availability and support
Fi-Tek's Cloud Services page states 99.5% uptime and a dedicated help desk providing 24/7 client support.Read 7 Oct 2026 · fi-tek.com
Hosted option
Fi-Tek offers hosted Global WealthES through its Cloud Services.Read 7 Oct 2026 · fi-tek.com
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.Read 7 Oct 2026 · fi-tek.com
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.Read 7 Oct 2026 · fi-tek.com
Hosted support and access
Fi-Tek’s cloud services page states 24/7 emergency help-desk support and accessibility from authorized endpoints.Read 7 Oct 2026 · fi-tek.com
Integration
The product supports integration through extracts, web services, and XML/SWIFT real-time messaging using Microsoft BizTalk technology.Read 7 Oct 2026 · fi-tek.com
Integration methods
Fi-Tek describes integrations through extracts, web services, and XML/SWIFT real-time messaging using Microsoft BizTalk technology.Read 7 Oct 2026 · fi-tek.com
Intended customers
Fi-Tek describes Global WealthES as serving private banks, trust banks, wealth managers, broker-dealers, family offices, RIAs, and other financial institutions.Read 7 Oct 2026 · fi-tek.com
Maker and headquarters
Fi-Tek, LLC lists its corporate headquarters in Edison, New Jersey, USA.Read 7 Oct 2026 · fi-tek.com
Markets
Global securities processing and settlement is available in over 80 markets.Read 7 Oct 2026 · fi-tek.com
Processing
The product combines global and domestic trading with portfolio management and full tax-lot accounting with multi-currency capability.Read 7 Oct 2026 · fi-tek.com
Product purpose
Global WealthES is an integrated wealth management solution for large and medium-sized financial institutions.Read 7 Oct 2026 · fi-tek.com
Reporting
Global WealthES offers more than 150 reports and client statements.Read 7 Oct 2026 · fi-tek.com
Reporting and mobile access
The product offers internal and client reports and statements, data-mining tools, and mobile access on any device.Read 7 Oct 2026 · fi-tek.com
Sales access
Fi-Tek provides a request-a-demo form that includes Global WealthES as a product choice.Read 7 Oct 2026 · fi-tek.com
Securities processing
Global WealthES supports securities processing and settlement in over 80 markets.Read 7 Oct 2026 · fi-tek.com
Target organizations
Fi-Tek describes Global WealthES as serving private banks, trust banks, wealth managers, broker-dealers, family offices, RIAs, and other financial institutions.Read 7 Oct 2026 · fi-tek.com
Trading and accounting
The product supports global and domestic trading and portfolio management, full tax-lot accounting, and multiple currencies.Read 7 Oct 2026 · fi-tek.com
Web platform
Fi-Tek describes Global WealthES as an enterprise-level investment management solution on a single web-based platform.Read 7 Oct 2026 · fi-tek.com

Strong points and limits

Strong points

  • Covers planning, administration, trading, accounting, and compliance
  • Processes securities and settlement across over 80 markets
  • FIX engine connects to over 400 brokers
  • Offers web access and mobile access on any device
  • Hosted option states 99.5% uptime and 24/7 support

Limits

  • Pricing is available only on request
  • The product targets medium and large institutions
  • Hosted security and uptime claims apply to Fi-Tek Cloud Services

Who it suits

It is aimed at private banks, trust banks, wealth managers, broker-dealers, family offices, RIAs, and other medium or large financial institutions. Organizations needing multi-currency accounting, broad securities processing, broker connectivity, and consolidated reporting are the stated audience.

Verdict

Global WealthES combines investment management, accounting, securities processing, reporting, and client access on a single web platform. Fi-Tek also offers hosted delivery, while prospective customers must request pricing and a demonstration.

Where Specifiction places it

Alternatives to Global WealthES™All alternatives →