List of Fi-Tek HedgeTek Customers
Fi-Tek
333 Thornall St,
Edison, 8837, NJ,
United States
Edison, 8837, NJ,
United States
1 732-767-5445
Distribution
100
$10M
Since 2010, our global team of researchers has been studying Fi-Tek HedgeTek 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 HedgeTek for Portfolio and Investment Management 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 HedgeTek for Portfolio and Investment Management include: Citigroup, a United States based Banking and Financial Services organisation with 230000 employees and revenues of $81.09 billion, U.S. Bank, a United States based Banking and Financial Services organisation with 70000 employees and revenues of $27.34 billion, The Bank of New York Mellon, a United States based Banking and Financial Services organisation with 53400 employees and revenues of $17.50 billion, State Street, a United States based Banking and Financial Services organisation with 42000 employees and revenues of $12.15 billion, Northern Trust, a United States based Banking and Financial Services organisation with 23000 employees and revenues of $6.77 billion and many others.
Contact us if you need a completed and verified list of companies using Fi-Tek HedgeTek, 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 HedgeTek 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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Brown Brothers Harriman | Banking and Financial Services | 6000 | $3.1B | United States | Fi-Tek | Fi-Tek HedgeTek | Portfolio and Investment Management | 2021 | n/a |
In 2021, Brown Brothers Harriman implemented Fi-Tek HedgeTek as its Portfolio and Investment Management application to centralize tax operations and investor accounting workflows. The rollout supported the tax operations team in Boston, MA and focused on taxable income calculations, income reclassification, impairment testing and Schedule K-1 preparation.
The Fi-Tek HedgeTek deployment configured portfolio accounting and tax accounting modules, an allocation engine for capital activities and profit and loss, and impairment testing workflows for available for sale and held to maturity debt securities. Functional capabilities exercised during the engagement included calculation of taxable income, reclassification of dividend income, interest income and capital gains or losses, calculation and testing of impairment loss for debt securities, and generation and review of Schedule K-1 reports.
Fi-Tek HedgeTek was integrated with other internal systems to exchange allocation and investor level accounting data, enabling end to end workflows from allocation through investor reporting. Operational coverage centered on tax operations and investor reporting processes, with team collaboration to support special projects and reconciliation tasks.
Governance emphasized controlled tax and investor reporting procedures, including formal review steps for reclassifications, impairment calculations and K-1 production. The configuration aligned Portfolio and Investment Management workflows to unify portfolio accounting, tax computations and investor distribution reporting.
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Calamos Investments | Banking and Financial Services | 464 | $175M | United States | Fi-Tek | Fi-Tek HedgeTek | Portfolio and Investment Management | 2007 | n/a |
In 2007, Calamos Investments implemented Fi-Tek HedgeTek to support its hedge fund and closed-end fund accounting operations. Fi-Tek HedgeTek was applied as a Portfolio and Investment Management application with project planning and oversight led by a senior accountant who provided functional business support to accounting and IT teams during the transition.
The implementation concentrated on portfolio accounting capabilities, daily cash reconciliation workflows, month-end NAV calculation and review, and financial statement preparation for SEC and corporate reporting. Functional activities included configuration of accounting rules, reconciliation control points, and role-based quality assurance processes, reflecting typical Portfolio and Investment Management workflows for fund accounting and reporting.
Integrations were coordinated with internal accounting and IT teams to align daily cash feeds, reconciliation outputs, and NAV files with downstream reporting and compliance processes. Operational coverage centered on the accounting department and a senior quality assurance function that audited daily reconciliations and month-end NAVs, supporting governance for fund reporting.
Governance changes included formalizing procedures for financial statement preparation and the 1940 Act diversification test, with the senior accountant rewriting and defining those processes as part of the HedgeTek rollout. Calamos Investments Fi-Tek HedgeTek Portfolio and Investment Management supported accounting, reconciliation, NAV, and regulatory reporting functions under this implementation, with oversight and functional support embedded in daily operations.
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Citco Canada | Banking and Financial Services | 1225 | $1.5B | Canada | Fi-Tek | Fi-Tek HedgeTek | Portfolio and Investment Management | 2006 | n/a |
In 2006 Citco Canada implemented Fi-Tek HedgeTek as its Portfolio and Investment Management platform. Deployment was organized as a multi-site production footprint supporting both onshore and offshore operations across 12 office locations, with the application forming part of the firm's hedge fund systems estate alongside NTAS. The implementation supported a client base of six clients, twenty-six funds, and just under eight billion in assets.
The Fi-Tek HedgeTek deployment emphasized investor reporting and operational accounting workflows, with business requirements written to change the way investor statements were distributed. Functional capabilities addressed investor statement distribution, month end capital activity capture workflows, KYC and AML document tracking processes, and training and support procedures to maintain quality standards. Business analysts authored requirements, trained new staff on application usage, and enforced operational quality standards.
Operational coverage combined a centralized support team with local operational users, servicing both offshore and onshore teams and coordinating month end activity with investment managers to ensure capital events were captured and outstanding documentation was followed up. The support environment explicitly covered HedgeTek and NTAS systems, indicating a multi-application operational model for hedge fund servicing across Citco Canada locations.
Governance processes incorporated formal change management liaison work between the business and vendors, with the business analyst determining promotion timing for new builds into production. Two major projects led over an 18 month period were completed on time and under budget, reflecting disciplined rollout and release management.
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Banking and Financial Services | 1200 | $250M | United States | Fi-Tek | Fi-Tek HedgeTek | Portfolio and Investment Management | 2010 | n/a |
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Banking and Financial Services | 230000 | $81.1B | United States | Fi-Tek | Fi-Tek HedgeTek | Portfolio and Investment Management | 2012 | n/a |
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Banking and Financial Services | 343 | $128M | United States | Fi-Tek | Fi-Tek HedgeTek | Portfolio and Investment Management | 2017 | n/a |
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Banking and Financial Services | 60 | $10M | United States | Fi-Tek | Fi-Tek HedgeTek | Portfolio and Investment Management | 2014 | n/a |
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Banking and Financial Services | 60 | $7M | United States | Fi-Tek | Fi-Tek HedgeTek | Portfolio and Investment Management | 2009 | n/a |
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Banking and Financial Services | 4649 | $6.2B | United States | Fi-Tek | Fi-Tek HedgeTek | Portfolio and Investment Management | 2016 | n/a |
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Banking and Financial Services | 1300 | $600M | Ireland | Fi-Tek | Fi-Tek HedgeTek | Portfolio and Investment Management | 2014 | n/a |
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Buyer Intent: Companies Evaluating Fi-Tek HedgeTek
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Fi-Tek HedgeTek. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Fi-Tek HedgeTek for Portfolio and Investment Management include:
- Marquette Bank, a United States based Banking and Financial Services organization with 300 Employees
- Swiss National Bank, a Switzerland based Banking and Financial Services company with 868 Employees
- Notre Dame Federal Credit Union Corporation, a United States based Banking and Financial Services organization with 140 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Fi-Tek HedgeTek Coverage
Fi-Tek HedgeTek is a Portfolio and Investment Management solution from Fi-Tek.
Companies worldwide use Fi-Tek HedgeTek, from small firms to large enterprises across 21+ industries.
Organizations such as Citigroup, U.S. Bank, The Bank of New York Mellon, State Street and Northern Trust are recorded users of
Fi-Tek HedgeTek for Portfolio and Investment Management.
Companies using Fi-Tek HedgeTek are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Fi-Tek HedgeTek are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Fi-Tek HedgeTek across Americas, EMEA, and APAC.
Companies using Fi-Tek HedgeTek range from small businesses with 0-100 employees - 20%, to mid-sized firms with 101-1,000 employees - 20%, large organizations with 1,001-10,000 employees - 35%, and global enterprises with 10,000+ employees - 25%.
Customers of Fi-Tek HedgeTek include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Fi-Tek HedgeTek customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.