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Wealth managers are expected to consolidate investment data across equities, bonds, private equity, real estate, and more. In reality, this often means endless logins, manual downloads, and reconciliation exercises that drain time and introduce risk.
According to McKinsey, only 18% of institutional investors can access data without manual intervention—yet those who get it right can unlock tenfold ROI through improved returns, efficiency, and risk management.
Pretim offers a scalable investment data infrastructure designed to automate data flows across all asset categories, solving three critical challenges:
- The login issue: eliminating the need to manage endless login names, passwords, and 2FA processes for each custodian or fund.
- The normalisation and reconciliation issue: ensuring clean, accurate, and reconciled data across all asset classes.
- The integration issue: making it simple to feed consolidated data into downstream systems like reporting, analytics, or risk platforms.
As McKinsey points out, investors who embrace technology are reimagining their operations to capture real value. At Pretim, we provide the infrastructure that makes this possible—helping wealth managers turn fragmented data into actionable insight.
How automated are you?
#WealthManagement #InvestmentData #Fintech #Automation #Pretim #DigitalTransformation
