External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- Banks
- Family offices
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Trust and wealth management accounting platform for banks, trust companies, and family offices.
Description
Fi-Tek provides trust accounting and wealth management technology for banks, trust companies, and family offices, supporting portfolio accounting, partnership accounting, and back-office operations for complex portfolios.
APIs and Security
Security checks
None
Public APIs
No
