Audience
A comprehensive and integrated wealth management solution for large and medium-sized financial institutions
About Global WealthES
Global Wealth Enterprise Solution – Global WealthES™ (formerly known as TrustPortal) 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. The application has extensive functionality covering Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting and Securities Processing, Automated Account Review for Compliance, Reports & Statements, Client Access Portal, Performance Measurement, and data analytics for business intelligence. Trade thru integrated FIX engine to over 400 brokers in the market for instant fills and confirmations. Extensive reporting, internal and client reports and statements and built-in data mining tools, with mobile access on any device.
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Pricing
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Fi-Tek
Founded: 1999
United States
www.fi-tek.com/globalwealthes
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Product Details
Platforms Supported
Cloud
Windows
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online
Global WealthES Frequently Asked Questions
Q: What kinds of users and organization types does Global WealthES work with?
Global WealthES works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Global WealthES support in their product?
Global WealthES supports these languages: English.
Q: What kind of support options does Global WealthES offer?
Global WealthES offers support via phone support, 24/7 live support, and online.
Q: What type of training does Global WealthES provide?
Global WealthES provides training in the form of documentation, live online, webinars, and in person.
Q: Does Global WealthES offer a free trial?
Yes, Global WealthES offers a free trial.
Global WealthES Product Features
Investment Management
Accounting Management
Supported
Bonds / Stocks
Supported
Client Management
Supported
Commodities
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Supported
Modeling & Simulation
Supported
Portfolio Management
Supported
Benchmarking
Not Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Risk Management
Not Supported
