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Transforming Financial Operations with Smart, Tailored Technology

PetakSys is a digital transformation partner for financial companies across Western Europe. We specialize in helping small private banks, family offices, and asset & wealth management firms modernize their operations through seamless application and data integration, custom software development, and automated client reporting solutions. Our team enables financial organizations, especially those with small or limited IT departments, to streamline workflows, improve data accuracy, and deliver enhanced client experiences. From building management dashboards and client portals to connecting systems with custodians and market data providers, PetakSys delivers tailored technology solutions that drive efficiency, transparency, and growth.

Hungary Hungary
Konyves Kalman korut, Budapest, Budapest 1097
$50 - $99/hr
2 - 9
2022

Service Focus

Focus of Software Development
  • C# - 25%
  • .NET - 25%
  • GoLang - 10%
  • TypeScript - 10%
  • API Development - 30%
Focus of Web Development
  • ASP.NET - 75%
  • Vue.js - 25%
Focus of IT Services
  • Staff Augmentation - 30%
  • IT Consulting - 30%
  • SQL - 40%
Focus of Big Data & BI
  • Data Analytics - 50%
  • Data Migration - 50%
Focus of Artificial Intelligence
  • Machine Learning - 75%
  • Recommendation Engine - 25%

Industry Focus

  • Financial & Payments - 34%
  • Banking - 33%
  • Insurance - 33%

Client Focus

100% Small Business

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Client Portfolio of PetakSys

Project Industry

  • Financial & Payments - 100.0%

Major Industry Focus

Financial & Payments

Project Cost

  • Not Disclosed - 100.0%

Common Project Cost

Not Disclosed

Project Timeline

  • Not Disclosed - 100.0%

Project Timeline

Not Disclosed

Clients: 4

  • family offices
  • wealth management
  • asset management
  • private banks

Portfolios: 1

Client wealth reporting application

Client wealth reporting application

  • Client wealth reporting application screenshot 1
Not Disclosed
Ongoing
Financial & Payments

PetakSys developed a modern client reporting application that automated and streamlined investment reporting processes. The goal was to replace manual, spreadsheet-based workflows with a scalable and reliable reporting solution. PetakSys delivered an end-to-end application, integrating data from custodian banks and market data providers, normalizing the data, and generating customizable client reports. The platform was designed with a strong focus on data accuracy, performance, and flexibility to support different client profiles and regulatory needs. As a result, the client significantly improved operational efficiency, reduced reporting errors, and enhanced transparency by delivering timely, professional, and easy-to-understand reports to end clients.

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