Reporting Automation

Simplify and accelerate your financial reporting

Reporting Automation

Pretim’s Reporting Automation service transforms manual, time-consuming reporting processes into efficient, automated workflows. Designed for wealth management firms, it delivers accurate, timely, and customizable reports to support better decision-making and client communication.

Save valuable time and reduce errors while enhancing reporting consistency.

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.

Customizable reports

Tailor Reports to Your Needs

Our platform empowers you to create highly flexible report templates that adapt to a variety of needs—whether regulatory compliance, internal analysis, or personalized client communications. Customize layouts, data points, and visuals to match each requirement precisely.

Deliver relevant, impactful insights through reports tailored specifically to your audience.

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

Real-time data updates

Accurate and Timely Reporting

Pretim automates the entire data collection and update process, pulling the latest information directly from custodians, PMS, and financial systems. This ensures that your reports are always current, accurate, and reflective of real-time conditions.

Make smarter, faster decisions with confidence—powered by always up-to-date financial data.

Seamless integration

Connect with Existing Systems

Our automation tools integrate seamlessly with portfolio management, accounting, and CRM platforms to streamline and centralize your reporting workflows. By connecting these systems, Pretim eliminates bottlenecks and reduces time spent on routine tasks.

Minimize manual data entry, reduce errors, and significantly boost your team’s operational efficiency.

FAQs

Frequently Asked Questions

What does Pretim do?

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.

What cost savings are generally related to using Pretim?

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.

What does automating my wealth data mean?

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.

How does Pretim integrate with my existing systems?

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.

Is my data secure with Pretim?

Yes, security is our top priority. Pretim employs bank-grade encryption, strict access controls, and GDPR-compliant data handling to safeguard your financial data.

Can Pretim handle complex wealth structures and multi-custodian 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.

What are the benefits of using Pretim for wealth managers?

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.

How can I get started with Pretim?

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.