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Global Wealth Enterprise Solution.

Global Wealth Enterprise Solution (Global WealthES™) is a comprehensive and integrated Wealth Management solution for large and medium sized financial institutions enabling them to manage their business most efficiently. The platform entails end-to-end features, tightly coupled to deliver straight through processing, which creates tremendous scale & efficiency.
Fi-Tek
1999
United States
  • Investment-management
1 Industry
  • English
1 Language
Industries
  • Investment-management
Licensing & Deployment
  • Open Source
  • Cloud Hosted
  • Windows
  • Mac
  • Linux
Support
  • Email
  • Phone
  • 24x7 Support
Training
  • Webinar
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs

Media

Global WealthES

Global WealthES Core Features

Focus of Wealth Management Feature
  • Accounting Management
  • Data Import/Export
  • Financial Planning
  • Fund Management
  • Investment Tracking
  • Portfolio Management
  • Valuation & Risk Management
Focus of Investment Management Feature
  • Accounting Management
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Portfolio Management
  • Reporting
  • Risk Management

Global WealthES Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Quote Based
Vendor pricing page

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