Global WealthES™

6.4easy start · #12of 24
in Family Office Software

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Runs where you workno

Runs on Web.

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Global WealthES™ is ranked #12 of 24 in family office software on The Geeks Club. It runs on Web.

Compared on family office software

Consolidated reporting: Yes
Investment accounting: Yes
Entity management: Yes
Workflow automation: Yes
Data import methods: automated

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The record

Product purpose: Global WealthES is an integrated wealth management solution for large and medium-sized financial institutions.
Target organizations: Fi-Tek describes Global WealthES as serving private banks, trust banks, wealth managers, broker-dealers, family offices, RIAs, and other financial institutions.
Trading and accounting: The product supports global and domestic trading and portfolio management, full tax-lot accounting, and multiple currencies.
Securities processing: Global WealthES supports securities processing and settlement in over 80 markets.
Broker connections: Its integrated FIX engine connects to over 400 brokers for fills and confirmations.
Integration methods: Fi-Tek describes integrations through extracts, web services, and XML/SWIFT real-time messaging using Microsoft BizTalk technology.
Reporting and mobile access: The product offers internal and client reports and statements, data-mining tools, and mobile access on any device.
Hosted option: Fi-Tek offers hosted Global WealthES through its Cloud Services.
Hosted availability and support: Fi-Tek's Cloud Services page states 99.5% uptime and a dedicated help desk providing 24/7 client support.
Hosted security and recovery: Fi-Tek says its hosted service uses SAS-70/SSAE16-compliant data centers, supports two-factor authentication or VPN access, and includes scheduled data replication and backups.
Company assurance: Fi-Tek says it undergoes an annual SSAE 18 SOC 1 Type II audit and is ISO 9001:2015 certified.
Sales access: Fi-Tek provides a request-a-demo form that includes Global WealthES as a product choice.
Product: Global WealthES is an integrated wealth management solution for medium and large financial institutions.
Processing: The product combines global and domestic trading with portfolio management and full tax-lot accounting with multi-currency capability.

Where it ranks on The Geeks Club

Best Family Office Software in 2026#12 of 24

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Sources

fi-tek.com/globalwealthes· checked 7 Oct 2026
fi-tek.com/company-overview· checked 7 Oct 2026
fi-tek.com/cloud-services· checked 7 Oct 2026
fi-tek.com/request-demo· checked 7 Oct 2026
fi-tek.com/globalsecuritiesprocessing· checked 7 Oct 2026
fi-tek.com/global-private-banks· checked 7 Oct 2026