List of Fi-Tek Global WealthES Customers
Edison, 8837, NJ,
United States
Since 2010, our global team of researchers has been studying Fi-Tek Global WealthES customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Fi-Tek Global WealthES for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Fi-Tek Global WealthES for Portfolio and Investment Performance and Planning include: Citigroup, a United States based Banking and Financial Services organisation with 230000 employees and revenues of $81.09 billion, Northern Trust, a United States based Banking and Financial Services organisation with 23000 employees and revenues of $6.77 billion, Frost Bank, a United States based Banking and Financial Services organisation with 6000 employees and revenues of $576.0 million and many others.
Contact us if you need a completed and verified list of companies using Fi-Tek Global WealthES, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Fi-Tek Global WealthES customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Citigroup | Banking and Financial Services | 230000 | $81.1B | United States | Fi-Tek | Fi-Tek Global WealthES | Portfolio and Investment Performance and Planning | 2014 | n/a |
In 2014, Citigroup's Citi Private Bank implemented Fi-Tek Global WealthES as its core securities processing and accounting platform. The deployment is categorized under Portfolio and Investment Performance and Planning and was positioned to centralize securities processing and accounting functions across private banking operations.
The implementation of Fi-Tek Global WealthES focused on integrated straight through processing for trade lifecycle management and core accounting, with built-in business intelligence capabilities for senior management reporting. Configuration emphasized securities processing modules, accounting ledgers, and operational controls to support reconciliations and compliance workflows.
Integrations explicitly included SWIFT connectivity to support global securities messaging, enabling cross-border settlement and messaging orchestration for North America and global private banking sites. Operational coverage spanned Citi Private Bank operations in North America and extended to global private banking activities, aligning front-to-back processing with centralized accounting.
Governance changes centered on platform standardization and tightened operational controls, with the platform purchase described as a strategic core system for securities processing and accounting. The project is reported to provide global securities processing, SWIFT integration and BI capabilities for senior management, supporting consolidated oversight of private banking operations.
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Frost Bank | Banking and Financial Services | 6000 | $576M | United States | Fi-Tek | Fi-Tek Global WealthES | Portfolio and Investment Performance and Planning | 2020 | n/a |
In 2020, Frost Bank implemented Fi-Tek Global WealthES, deploying the full Global WealthES suite as its Portfolio and Investment Performance and Planning solution to support Frost Wealth Advisors and Frost Institutional Advisors. The deployment was completed remotely on May 31, 2020 during the COVID-19 pandemic, marking a remote go-live across multiple Texas offices.
The implementation consolidated wealth management functions and configured Fi-Tek Global WealthES modules for investment planning, portfolio management, performance and accounting, aligning advisor front-office workflows with portfolio accounting and performance measurement capabilities. Fi-Tek Global WealthES was provisioned to support both retail wealth advisory operations and institutional advisory workflows.
Operational coverage extended beyond core wealth management to additional business lines including oil & gas, real estate and pension services, enabling a single platform for multi-line portfolio servicing. The rollout covered multiple Texas offices and centralized key investment planning and portfolio management processes for Frost Bank’s wealth and institutional teams.
The remote go-live on May 31, 2020 improved user adoption and expanded operational scale as reported by the organization, with Fi-Tek Global WealthES serving as the consolidated platform for investment planning, portfolio management, performance reporting and accounting across the covered business functions.
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Northern Trust | Banking and Financial Services | 23000 | $6.8B | United States | Fi-Tek | Fi-Tek Global WealthES | Portfolio and Investment Performance and Planning | 2015 | n/a |
In 2015, Northern Trust extended its engagement with Fi-Tek by integrating Fi-Tek Global WealthES into Northern Trust Asset Management's Managed Account Solutions program. The work targeted Portfolio and Investment Performance and Planning, aligning Northern Trust's investment product suite with Fi-Tek Global WealthES and the TrustPortal platform to support managed account delivery.
Implementation concentrated on portfolio and managed-account operations and advisor-facing workflows. Configuration emphasized managed-account operations capability, advisor workflow orchestration, and open-architecture connectivity to enable product-level provisioning and account servicing within Fi-Tek Global WealthES.
Integrations explicitly connected Northern Trust's investment product suite to Fi-Tek Global WealthES and TrustPortal, enabling managed account delivery across the regions served by Northern Trust. The operational scope covered Northern Trust Asset Management portfolio operations and advisor teams, with workflow automation focused on advisor-led provisioning, reporting handoffs, and account maintenance processes.
Governance for the engagement was organized at the program level between Northern Trust Asset Management and Fi-Tek to align product feeds and operational processes. The implementation enabled a scalable, open-architecture managed accounts offering as part of the Managed Account Solutions program.
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