Data Management Services

The data service your client always wanted

Pretim’s Data Management Service (DMS) is a fully managed, modern data infrastructure solution designed specifically for custodians, fund managers, broker-dealers and other financial institutions.

With Pretim DMS, you can deliver a white-glove, cost-effective data experience to your clients—ensuring timely, secure, and accurate delivery of portfolio, account, and transaction data. Our platform helps you streamline data access and integration for your clients across their mission-critical applications such as portfolio management, reporting, billing, and compliance systems.

Built with WealthTech innovation at its core, Pretim DMS enhances your ability to serve institutional and advisory clients, ultimately driving greater AUM growth, operational efficiency, and client satisfaction.

Whether you’re a custodian looking to simplify connectivity or a fund manager aiming to modernize data delivery, Pretim DMS is your trusted partner for scalable, secure, and seamless data enablement.

Business Process Outsourcing

Flawless data starts with Pretim BPO

Achieving seamless data accuracy and operational efficiency is critical for investment managers dealing with custodian data feeds. At Pretim, we combine advanced technology with specialized human expertise to streamline portfolio reconciliation—reducing errors, lowering operational risk, and ensuring data precision.

To tackle the complexities of automating custodian data feeds while maintaining top-tier quality, we offer tailored Business Process Outsourcing (BPO) solutions supported by a dedicated team. Our service delivers precise and timely daily aggregation, normalization, and reconciliation, reinforcing data integrity across your middle- and back-office operations.

By extending your operational capacity, Pretim enables consistent, reliable reconciliation processes that minimize risk and support more confident decision-making. Our BPO services are especially valuable for clients who prioritize data integrity, operational resilience, and consistent performance.

connect to any bank

Seamless Custodian Aggregation

Pretim ensures seamless connectivity with custodians through API, SFTP, and FIX protocol, enabling secure and automated data exchange. By standardizing and normalizing data, it enhances PMS interoperability, reducing manual effort and boosting operational efficiency.

Designed for businesses looking to streamline operations, Pretim minimizes reliance on manual processes. The platform enhances data quality by integrating automation at key points in data management, ensuring accuracy and speed.

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

Secure data

We care about your data security

At Pretim, data security is our priority. Our GDPR-compliant platform ensures lawful and transparent data processing, safeguarding personal and financial information. Built exclusively on Microsoft Azure, we leverage enterprise-grade security, encryption, and continuous monitoring. Our PII-safe data processing applies strict access controls and anonymization to protect sensitive data. With Pretim, your wealth data is not just automated—it’s secure and compliant.

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.