Solutions

A Legacy Renewed

Our comprehensive integrated solution was created to serve the modern family office. Decades of experience have led to the seamless integration of people, process, and platform – a truly bespoke client experience.

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Data Administration for the Most Complex Portfolios

Fi-Tek Specialty Assets provides data collection, ingestion, validation, and reporting in one solution for your alternative asset valuations and capital activity. There is no need to adopt additional software.

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Harness the Power of An Integrated General Ledger

Fi-Tek Wealth Solutions will manage the life cycle of any fund. Our comprehensive Fund Administration and Shadow Accounting solution harnesses the synergies of Rockit Command® and HedgeTek® to serve as the golden copy of your records.

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FWS Technology: Rockit Command®

Rockit Command® comprehensively integrates the investment, performance, and accounting books of record, and eliminates the need for multiple system integrations.

Our Differentiators

A Team of Experts Like No Other

Fi-Tek Wealth Solutions (FWS) brings together SME with substantial accounting, tax and servicing background, working side by side with performance analysts and software architects.

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Eliminate the Risk and Cost of a Diversified Technology Stack

FWS brings together all facets of the back office. One system, one solution means reduction of overall data risk and cost.

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Fortified Through Years of Servicing Complex Wealth

The operating model at Fi-Tek Wealth Solutions has been strengthened and refined through decades of supporting all manner of complexity.

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The Client Journey

The FWS Client Experience team possesses an advanced level of subject matter expertise across a veteran group of family office, accounting, and investment professionals, complimented by an innovative team of technologists, analysts and software engineers. Accordingly, we work as an extension of your team through FWS outsource or co-course service models.