Skip to content Go beyond a simple upgrade. Scale your operations, maximize your wealth and deliver remarkable client experiences with Pretim: the cloud wealth management system that works for you.
Understanding wealth is essential for informed decision-making. Pretim provides 24/7 access to a comprehensive overview of total wealth—including bankable and non-bankable assets and performance data.
Our platform automates the aggregation of both bankable and private asset data, enabling robust performance monitoring and reporting—all within a single, streamlined solution. Empower your team to enhance client engagement and optimize wealth management operations with Pretim.
GDPR compliant Schrems II compliantThere’s a lot of inefficiencies within the wealth management ecosystem. Transform your backoffice and increase value for your clients, by embedding efficient audit tools, general ledger & data enhancement services into your backend operations.
Maximize value with our wealth management software, offering clear dashboards and reports. Empower clients with real-time access to personal assets via our wealth app. Drive informed decisions with the Pretim portal, facilitating real-time investment scenario analysis. Elevate service standards with Pretim’s modern and intuitive experience.
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.
600+ Custodial Feeds 3000+ Alternatives Funds “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.
What truly impresses us is the extreme ownership Pretim displays on a daily basis. They take proactive responsibility not only for our needs but also in coordinating seamlessly with our custodians, aggregators, and alternative funds. This level of dedication and attention to detail reinforces our decision.that Pretim is the right choice to support our complex portfolio and long-term goals.”
‘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.’
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