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Pretim’s Wealth Tech Data Integration seamlessly links your various financial platforms, custodians, and reporting tools into one cohesive ecosystem. By unifying disparate systems, we enable smooth data flow, enhanced analytics, and faster decision-making for wealth managers and advisors.
Integrate your technology stack with ease and unlock greater operational efficiency and insight.
Near real time insights
24/7 daily insight
Stay ahead with real-time visibility into your consolidated investments. Our platform provides seamless access to your financial data anytime, anywhere, ensuring you are always in control.
Investment performance
Gain deep insights into the performance of your investments with real-time analytics. Track key metrics, compare asset classes, and make data-driven decisions with confidence.
All assets covered
From custodial holdings to alternative and private assets, our platform aggregates and reconciles all your financial data in one place. Enjoy a complete and accurate overview of your wealth.
Secure data
We prioritize the security and confidentiality of your financial information. With state-of-the-art encryption and compliance-driven safeguards, your data remains protected at all times.
Our solution connects portfolio management systems, custodial data, CRMs, and accounting platforms—breaking down the data silos that slow you down. By integrating these systems, we ensure smoother workflows and a unified data experience.
Enjoy real-time synchronization and consistent, accurate data across all your wealth management tools.
Don’t take it from us
“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.’
Pretim ensures data integrity by applying automated validation and reconciliation checks as information moves between systems. Every data point is reviewed in real time to detect mismatches, ensuring consistent accuracy throughout your workflows.
Reduce manual errors, enhance operational reliability, and keep your data audit-ready and fully compliant at all times.
Whether your firm relies on legacy systems or the latest financial platforms, our integration solutions are designed to adapt seamlessly to your existing infrastructure. As your business evolves, Pretim scales effortlessly to support increased complexity and growth.
Maintain the flexibility you need while optimizing efficiency across your operations.
FAQs
Pretim is a leading SaaS WealthTech platform that empowers family offices, wealth managers, (private) banks, and fintechs across Europe with cutting-edge automation and data management solutions. Designed to streamline operations and reduce manual workload, Pretim specializes in the efficient processing and distribution of wealth data through advanced automation, ensuring accuracy, speed, and compliance.
Using Pretim’s wealth data automation platform leads to significant cost savings in multiple areas:
Infrastructure & IT Costs – Eliminates the need for in-house data infrastructure, reducing expenses on system maintenance, integrations, and hosting.
Manual Labor Reduction – Automates data collection, validation, and reconciliation, saving substantial time previously spent on manual processes.
Error Reduction & Compliance Efficiency – Minimizes manual errors and compliance risks, leading to improved data accuracy and operational efficiency.
Overall, firms using Pretim typically achieve an estimated return on investment (ROI) of 6x to 9x, making Pretim a cost-effective solution for wealth managers and financial institutions.
Automating your wealth data means eliminating manual processes for collecting, processing, and validating financial information. Pretim connects to multiple data sources like banks or alternative data funds, standardizes inputs, and delivers reconciled data for near real time insights, allowing you to focus on strategy and client relationships rather than data management.
Pretim seamlessly integrates with your banks and alternative funds but also with any wealth management tools you use, e.g. PMS and/or CRM systems. Our solution ensures smooth data synchronization without disrupting your workflow.
Yes, security is our top priority. Pretim employs bank-grade encryption, strict access controls, and GDPR-compliant data handling to safeguard your financial data.
Absolutely. Pretim is designed to process and unify data from multiple custodians, portfolios, and asset classes, providing a comprehensive view of wealth across all accounts.
Pretim reduces manual data entry, minimizes errors, and provides intelligent data services, allowing wealth managers to focus on client relationships and investment strategies instead of administrative tasks.
You can schedule a demo with our team to see how Pretim fits your needs. Our onboarding process is quick and guided, ensuring a smooth transition to automated wealth data management.
