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We provide wealth managers with a comprehensive solution from the front, middle and back offices. Our modular design allows for us to deliver a best-in-class solution to meet the complex needs of our clients.
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Advisor Dashboard centralizes portfolio and operational information into a single workspace designed to support advisor productivity and decision-making. The platform enables advisors to monitor client relationships, review portfolio activity, track performance, and surface actionable information in order to deliver more responsive client service.
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Report Studio enables firms to create, customize, and distribute highly configurable client and operational reports through a flexible reporting framework. Designed to support a wide range of reporting needs, from portfolio performance and allocation reporting to branded client communication, Report Studio empowers firms to tailor report layouts, data visualizations, and content structures to align with their client experience standards.
Product Description
About this Product
- Consolidated platform to serivce both RIA and wealth trust accounts
- Advanced portfolio management and reporting
- Designed for mass affluent, HNW and UHNW clients
About Fi-Tek
- Consolidated reporting across all asset classes, including alternatives
- Fully integrated general ledger reporting
- Institutional grade reporting for UHNW investors and families
Other Products from Fi-Tek
Product Details
More info about us
Category
Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.