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Clients
Pretim offers tools for managing complex wealth, designed to streamline processes and optimize your wealth management. Whether overseeing intricate investment strategies or enhancing client satisfaction, Pretim empowers with insights for success. Below you’ll see what Pretim does for organizations like yours. Your industry isn’t listed yet? Feel free to reach out to our sales team.
Our clients
Wealth Managers & Advisors
- Independent financial advisors and asset managers need to blend human expertise with technology and data to compete effectively. Pretim financial advisory software empowers relationship managers to deliver personalized advice and premium services, distinguishing them from robo-advisors and competitors. Additionally, our personal wealth apps and PDF reports ensure a seamless digital experience for clients.
- Pretim consolidates all aspects, including accounts across various banks, investments, investment guidelines, and global distribution. It ensures a comprehensive view of each client's total assets, enabling accurate analysis and forecasts, enhancing investment strategies, identifying opportunities, and maximizing wallet share.
- Pretim streamlines portfolio management processes, automating tasks like data maintenance and reporting, cutting costs, and improving margins. This efficiency frees up resources, allowing your team to serve more clients with better quality and scalability across all aspects of your business.
Wealth Techs
- Current investment management statements provide only a high-level overview of incurred costs, making it difficult to reclaim any expenses settled against current accounts.
- Pretim Intelligence offers detailed insight into Currency Swaps, Fx Rates, and end-of-month Transaction Surges, among other critical monitoring KPIs. This ensures greater clarity, control, and insight into outliers within investment banking processes, all within a single ecosystem.
- Pretim allows users to drill down to the level of individual intermediaries, providing a clear understanding of the cost-to-serve landscape. Its proprietary benchmarks across various intermediary types offer unparalleled insight into fee reduction potential, informing planning and cost control efforts effectively.
Family offices
- Pretim, a comprehensive family office software, unifies all asset classes for consolidated reporting and portfolio overview. It also provides customized management and analysis tools for individual asset classes. With Pretim, users can manage securities, fixed income, private equity, and unconventional assets like art collections or yachts, emphasizing completeness and practicality in portfolio management.
- Pretim simplifies daily operations by automating processes like data consolidation and reporting, allowing teams to focus on exceeding investment targets and creating value, while ensuring scalable operations without IT infrastructure worries.
- Our platform ensures top-notch customer experiences, visible through web dashboards and reports, demonstrating value to principals and beneficial owners. The Pretim Wealth App, customizable to your brand, offers convenient access to personal wealth overviews for tech-savvy family members. Additionally, the Pretim portal facilitates real-time simulation of investment scenarios and addresses individual inquiries.
Athletes & Celebrities
- Pretim offers a tailored platform to meet the unique needs of athletes and celebrities managing their substantial wealth, accommodating diverse preferences and sophisticated financial goals.
- Our technology empowers athletes and celebrities to efficiently manage their wealth by aggregating data from various sources and providing secure, on-demand access to comprehensive financial information.
- Given the complex investment profiles of high-net-worth individuals like athletes and celebrities, including diverse asset portfolios and business ventures, there's a growing demand for streamlined technology and processes to support their financial management.
- Partnering with Pretim provides access to a premier technology platform, enabling athletes and celebrities to efficiently analyze their financial behaviors and gain valuable insights for informed decision-making and wealth preservation.
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