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Global WealthES

Global Wealth Enterprise Solution.

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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

Screenshot & Video

1/1

LICENSING & DEPLOYMENT

  • Open Source
  • Cloud Hosted
  • Windows
  • Mac
  • Linux

SUPPORT

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

Global WealthES Core Features

Wealth Management

  • Accounting Management
  • Data Import/Export
  • Financial Planning
  • Fund Management
  • Investment Tracking
  • Portfolio Management
  • Valuation & Risk Management

Investment Management

  • 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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