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Any data. Any system. Any source.
Scalable investment data infrastructure for wealth management
Reducing operational drag in wealth management through clean and automated data
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.
Liquid and Illiquid Asset Data Quality at Scale
Pretim is the neutral data backbone for wealth management. We automate the entire data lifecycle through aggregation, reconciliation, and delivery, so family offices, wealth managers, private banks, and fintechs can trust their data and focus on other priorities.
The Problem We Solve
Manual data handling creates inconsistencies between bank feeds, shadow books, and reports. Integration complexity slows innovation. Data residency concerns limit vendor choices.
Why Pretim
- Enterprise-grade data quality by design, Proactive reconciliation eliminates inconsistencies across all data sources. No more mismatched positions or manual fixes.
- True interoperability, Modular architecture integrates with any PMS, CRM, reporting, or risk system. No vendor lock-in, no proprietary formats, just clean, structured data that fits your existing stack.
- EU data sovereignty built-in, GDPR and Schrems II compliance from the ground up, not bolted on. Your data stays in Europe, giving compliance teams and clients confidence.
- Vendor-neutral platform, Unlike vertical solutions that push proprietary tools, Pretim remains agnostic. Integrate with best-of-breed systems without compromise. Retry
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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.
Industry Recognition
Pretim Listed in Leading Industry Directories
Pretim is proud to be recognized in several reputable industry directories, reinforcing our commitment to excellence and innovation in the field. These listings help showcase our expertise and connect us with key industry players.
A continously updated information and knowledge resource for the global wealth management industry, helping wealth managers discover, understand and engage efficiently and effectively with solution providers that can help them build and grow their businesses in an everchanging marketplace.
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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.’
