List of Fi-Tek Global WealthES Performance Measurement Customers
Edison, 8837, NJ,
United States
Since 2010, our global team of researchers has been studying Fi-Tek Global WealthES Performance Measurement 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 Performance Measurement 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 Performance Measurement 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 Performance Measurement, 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.
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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 Performance Measurement | Portfolio and Investment Performance and Planning | 2014 | n/a |
In 2014, Citigroup's Citi Private Bank selected Fi-Tek Global WealthES Performance Measurement for Portfolio and Investment Performance and Planning. The vendor announcement frames Fi-Tek Global WealthES as the core securities processing and accounting platform chosen to support the Private Bank's investment operations in North America, and the engagement began in 2014 with the deployment reported as likely operational the following year.
Fi-Tek Global WealthES Performance Measurement was implemented to provide a performance and GIPS-capable calculation engine alongside securities processing and accounting capabilities. Configuration work emphasized performance calculation workflows, time-weighted returns, attribution and integration with accounting postings consistent with Portfolio and Investment Performance and Planning functional expectations.
Deployment scope covered Citi Private Bank investment operations and securities processing teams in North America, with the implementation intended to enable straight through processing and to reduce operational risk. Integrations and operational alignment focused on custody, trade processing and accounting workflow centralization to consolidate performance production and securities accounting within the Private Bank.
Governance and process changes concentrated on centralizing measurement governance, standardizing reconciliation and daily performance production, and embedding the Fi-Tek Global WealthES Performance Measurement engine into existing investment operations processes. The engagement is described in the vendor announcement as a strategic move to instrument performance measurement and securities accounting capabilities for Citi Private Bank under the Portfolio and Investment Performance and Planning application category.
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Frost Bank | Banking and Financial Services | 6000 | $576M | United States | Fi-Tek | Fi-Tek Global WealthES Performance Measurement | Portfolio and Investment Performance and Planning | 2020 | n/a |
In 2020, Frost Bank implemented Fi-Tek Global WealthES Performance Measurement to support its wealth management businesses and deliver Portfolio and Investment Performance and Planning capabilities. The deployment targeted Frost Wealth Advisors and Frost Institutional Advisors across multiple Texas offices and supported wealth management process areas in the United States. The press release highlights the application of Fi-Tek Global WealthES Performance Measurement for performance measurement and accounting.
Fi-Tek Global WealthES Performance Measurement was configured for portfolio accounting, trading workflows, and GIPS compliant performance measurement, aligning operational functions for advisors and institutional teams. Functional modules implemented included portfolio accounting ledgers, trade processing, and performance calculation engines used to produce GIPS compliant reporting and performance attribution. Configuration emphasized matching reporting standards and automating routine performance calculations consistent with Portfolio and Investment Performance and Planning workflows.
The project was delivered 100% remotely and went live May 31, 2020, with a remote rollout across wealth management process areas to maintain service continuity during the pandemic. Operational scope covered portfolio operations, trading, and performance reporting teams within Frost Bank's wealth businesses, with centralized processing enabled by the Fi-Tek Global WealthES Performance Measurement platform. The go live is reported to have improved operational efficiency during the pandemic.
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Northern Trust | Banking and Financial Services | 23000 | $6.8B | United States | Fi-Tek | Fi-Tek Global WealthES Performance Measurement | Portfolio and Investment Performance and Planning | 2015 | n/a |
In 2015, Northern Trust implemented Fi-Tek Global WealthES Performance Measurement to support Northern Trust Asset Management's Managed Account Solutions program. The Fi-Tek Global WealthES Performance Measurement deployment is aligned with the Portfolio and Investment Performance and Planning category and was announced as an extension of a long-term technology relationship with Fi-Tek. The rollout targeted North America and was scoped to integrate advisor-facing workflows with Northern Trust's investment product suite within the managed accounts line of business. The implementation included core performance measurement capabilities and portfolio accounting functionality to support managed account processing, performance attribution, and advisor reporting workflows. Configuration work focused on portfolio and account-level valuation feeds, calculation engines for time-weighted and money-weighted returns, and reporting templates for advisor consumption, reflecting standard functional modules in the Portfolio and Investment Performance and Planning category. Integration work combined Fi-Tek Global WealthES Performance Measurement with Northern Trust's investment product suite and advisor-facing wealth platform functionality to operationalize managed account processing across Northern Trust Asset Management. Operational coverage centered on Managed Account Solutions within Northern Trust Asset Management in North America, touching portfolio operations, wealth advisory teams, and product management. Governance for the program leveraged the existing vendor relationship with Fi-Tek and the program announcement was published in 2015.
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