Intelligent Data Services

Added value on top of your data

Intelligent Data Services

Unlock the full potential of your investment data with Intelligent Data Services. Building on Pretim’s powerful wealth data automation, we enhance aggregated investment data with actionable insights, operational efficiency, mobilty and fee management. Designed for the wealth management industry, our services transform raw data into strategic intelligence, empowering better decision-making and client engagement.

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.

Automate your General Ledger data entry

General Ledger Services

Manually keying in every single transaction into an investment accounting system takes time. Time you want to spend on value-adding activities. Pretim prepares your accounts for you – regardless of whether you have 500 or 10,000 transactions. We also handle the dialogue with your auditor in case of any clarifications.

Reconciled and consolidated accounts for your securities investments delivered directly to your auditor or imported into your own investment accounting system saving you time and effort.

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

always in control

Investment Fee Management

Pretim provides wealth management firms with an integrated institutional-grade audit function. Delivering greater clarity, control and insight to analyze and action their investment fees in a single ecosystem.

Mis-charged transaction Fx rates giving your wealth manager a monetary advantage is just one of the use-cases we help clients identify and action.

If you have several asset managers and different investment agreements with each, it can be difficult to maintain an overview of who works under which terms and whether they comply with them. We give you this control.

We continuously monitor your investments, and when we discover an error or a deviation from your agreements with the asset managers, we alert you.

Get extended monitoring of your investments right down to transaction level so you can feel confident that your costs are in line with the agreement you signed. With Investment Fee Audit we monitor your investments and deal with all investment fee issues.

Your Brand. Your Data. Your App.

Mobile App

Empower your clients with a seamless digital experience through Pretim’s white-label mobile app. As part of our Intelligent Data Services, this customizable solution allows wealth managers and wealth owners to deliver real-time insights, portfolio analytics, and client engagement tools—all under their own brand. Enhance trust and loyalty with a fully branded, intuitive mobile platform that puts powerful investment data at your clients’ fingertips.

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.