ANY DATA. ANY SYSTEM. ANY SOURCE.
Your trusted third party for wealth data automation
Scale your operations without scaling your costs. Pretim automates wealth data aggregation and reconciliation — out of the box.
We love to serve you
Our Market Segments
Private Banks
Wealth & Asset Managers
Family Offices
Foundations & Non-Profit
Athletes & Artists
Private Banks
Wealth & Asset Managers
Family Offices
Fintechs
Foundations & Non-Profit
Athletes & Artists
ANY DATA. ANY SYSTEM. ANY SOURCE.
The platform for the new era of wealth data automation
Pretim is a premier WealthTech platform that revolutionizes data automation and management for family offices, wealth managers, private banks, and fintechs across Europe. By automating alternative fund & custodian communication, data aggregation, reconciliation, and delivery, Pretim eliminates inefficiencies and enhances data accuracy and accessibility.
Our platform seamlessly integrates with custodians and alternatives funds and any client operated systems, enabling the wealth management industry to unlock deeper insights, optimize workflows, and drive smarter investment decisions.
As the backbone of financial data flows, we enable our clients to focus on their core business while we handle the complexity of data integration, reconciliation, and orchestration.
Why Pretim
- Neutral and trusted data partner: We are a neutral data backbone, enabling easy integration with your system of choice. This neutrality is a significant advantage over platforms which may promote their own suite of tools, potentially limiting integration flexibility.
- Privacy first: GDPR and Schrems II compliance isn’t just a footnote—it’s foundational. Pretim offers peace of mind for EU-based wealth managers increasingly wary of US-based data vendors.
- Enterprise-grade data quality, built-in: Our core business is data: aggregation, reconciliation, orchestration and distribution. No more inconsistencies between bank feeds, shadow books, and reports. Quality is proactively managed.
- Tech-agnostic & modular: Plug into existing PMS, CRM, reporting or risk systems. No lock-in, no black-box logic—just clean, structured data that fits your stack. That’s what makes Pretim ideal for CIOs and tech leads.
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Boost your performance
Build more value on top of your data
The wealth management industry is riddled with inefficiencies. Pretim transforms back-office operations by delivering data automation and intelligent data services so your processes become more efficient.
Upgrade your backend operations and maximize client value with Pretim – the future of wealth data automation.
Our most recent numbers
Your investment data quality is non-negotiable
Interacting with wealth data anywhere is crucial in today’s digital world. In the dynamic landscape of investment management, accurate and reliable data is not just a luxury—it’s an absolute necessity. Whether we’re dealing with equities, fixed income, real estate, or alternative assets, the quality of your data directly impacts the decisions you make.
Simple Process
We got your six
As the backbone of financial data flows, we enable family offices, wealth managers, (private) banks, and fintechs to focus on their core business while we handle the complexity of data integration, reconciliation, and orchestration.
Pretim connects your bank
We will ensure your bank is connected to our platform
You receive automated data
Data is live, you receive daily updates in your system of choice
Don’t take it from us
Trusted by
“As a family office managing a diversified asset mix, we were seeking a partner who could offer not just a platform, but a comprehensive solution that aligns with our high standards for data quality and operational efficiency. After evaluating several well-known wealth management platforms, we decided to engage with Pretim. Their commitment to top-level data quality, coupled with their ability to significantly increase our efficiency, made them stand out.
‘Using Pretim we discovered that one of our wealth managers was mischarging us on transaction fx rates. For years we used to work trusting the numbers our wealth managers gave us, with Pretim we now have the deep insight and 24/7 control to feel comfortable working with our wealth managers.’
‘Our clients require white glove service and support that we also look for in our Data Partner. Pretim delivers upon promise and keeps exceeding our expectations. They truly sit on our side of the table.’
‘One of the most important aspects of our service is financial management, here Pretim helps us to create insight into the total wealth of our talents. This means piece of mind for our talents and allows them to 100% focus on creating their legacy.’