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Advisor Tools
Empower wealth advisors with smart digital solutions
Advisor Tools
Pretim’s Advisor Tools are designed to streamline client management, enhance data transparency, and improve engagement. With access to real-time portfolio data, fee analysis, and customizable reporting, wealth advisors can deliver deeper insights and superior service.
These tools are built with precision to support advisory workflows, reduce manual tasks, and elevate client experiences.
Near real time insights
Reporting As A Service
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.
Client-centric features
Comprehensive Portfolio Insights
Our tools provide wealth advisors with a full overview of client portfolios, including performance metrics, fee tracking, and historical data. This makes it easy to prepare for client meetings, identify issues, and showcase value.
With intuitive dashboards, advisors gain clarity and speed in managing complex financial data.
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.
Single Family Office
Netherlands
‘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.’
Asset Manager
Netherlands
‘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.’
Multi Family Office
United Kingdom
‘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.’
Sports & Artist Management Agency
Netherlands
Efficiency and automation
Smarter Workflows, Less Manual Work
Advisor Tools from Pretim automate repetitive tasks like data consolidation, reconciliation, and reporting. Advisors spend more time focusing on strategy and less on admin.
With automated alerts and validations, staying on top of portfolio health has never been easier.
Engagement-ready reporting
Custom Client Reports & Visualizations
Generate tailored, easy-to-understand reports for each client with just a few clicks. Whether for quarterly reviews or ad hoc updates, our reporting tools help advisors communicate effectively and professionally.
Deliver data in a format that builds trust and fosters stronger client relationships.
FAQs
Frequently Asked Questions
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.
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