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The advanced aggregation solution for Capital Allocators
- 360° overview of all asset classes
- Full integration of illiquid and alternative assets
- Automated data import and export
- Consolidation of all assets, transactions, and market data
- Mapping of ownership, participation, and investment structures
- Automated back office processes
- Efficiency boost
- Management and monitoring of investment guidelines
Elevate your asset management into the digital age
All asset classes under control
Mastering complexity
No more manual work
By your side
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.’
