Global WealthES™

Paid Web

What Global WealthES™ is

Global WealthES™ is a web-based wealth management solution for medium and large financial institutions. It brings financial planning, account enrollment and administration, investment management, portfolio accounting, securities processing, compliance reviews, reporting, client access, performance measurement, and business intelligence into a single platform. The system supports global and domestic trading, full tax-lot accounting, and multiple currencies. Securities processing and settlement are available in more than 80 markets, and the securities processing module supports over 80 interfaces to external providers. An integrated FIX engine connects to over 400 brokers for fills and confirmations. Fi-Tek describes integration options that include extracts, web services, and XML/SWIFT real-time messaging using Microsoft BizTalk technology. Reporting includes more than 150 reports and client statements, alongside data-mining tools and mobile access on any device. Fi-Tek offers a hosted option through its Cloud Services. For that environment, Fi-Tek states 99.5% monthly uptime, 24/7 emergency help-desk support, scheduled data replication and backups, and access through two-factor authentication or VPN. The company lists its headquarters in Edison, New Jersey, USA.

Who it suits

Global WealthES suits private banks, trust banks, wealth managers, broker-dealers, family offices, RIAs, and other financial institutions seeking combined trading, accounting, processing, and reporting capabilities. Its web platform and hosted option may suit organizations that want access from authorized endpoints, with hosted support available around the clock.

What it does well

Covers planning, administration, investment management, and compliance reviews.
Supports full tax-lot accounting and multiple currencies.
Processes and settles securities in over 80 markets.
Connects to over 400 brokers through an integrated FIX engine.
Offers more than 150 reports and client statements.
Hosted service states 99.5% monthly uptime and 24/7 support.

What to know first

Pricing is available on request.
The listed platform is web.
Hosted service availability is stated as 99.5% monthly uptime.

Getting started

Visit the Global WealthES website.
Use Fi-Tek’s request-a-demo form and select Global WealthES.
Discuss the paid offering and pricing with Fi-Tek.
Choose the web platform and ask about Fi-Tek Cloud Services hosting if needed.

Verdict

Choose Global WealthES if your financial institution needs a web-based platform spanning wealth management, portfolio accounting, securities processing, and reporting. Fi-Tek also offers hosting with stated uptime and support. Organizations looking for published pricing should note that pricing is available on request.

Questions

How much does Global WealthES cost?

Global WealthES is paid, and pricing is available on request.

What does Global WealthES cover?

It covers financial planning, account administration, investment management, portfolio accounting, securities processing, compliance reviews, reporting, client access, performance measurement, and business intelligence.

Which financial institutions does it serve?

Fi-Tek describes it as serving private banks, trust banks, wealth managers, broker-dealers, family offices, RIAs, and other financial institutions.

What trading and accounting capabilities does it include?

It supports global and domestic trading, portfolio management, full tax-lot accounting, and multiple currencies.

Can Global WealthES be hosted?

Yes. Fi-Tek offers hosted Global WealthES through Cloud Services. Its hosted service states 99.5% monthly uptime and 24/7 emergency help-desk support.

What integrations does it support?

Fi-Tek describes integration through extracts, web services, and XML/SWIFT real-time messaging using Microsoft BizTalk technology. Its FIX engine connects to over 400 brokers.

Facts from Global WealthES™'s own pages

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

Where Global WealthES™ stands on Freedom251

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