Skip to content
the next level
One single system to manage your entire investment portfolio, no matter how complex or diversified
- Complete spectrum of liquid, illiquid and alternative assets
- Powerful analytics capabilities
- 360° overview of the entire wealth
- Maps any ownership structure
- Automates your back office processes
- Securely accessible anytime and anywhere
- Consulting and support from finance industry experts
- Personal wealth app and web dashboards
Concentrate on safeguarding and expanding your wealth
A single system for all asset classes
Focus on creating value - we do the rest
Outperform client expectations
Your technology partner - always at 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.’
