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.​

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.

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.

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.

Yes, security is our top priority. Pretim employs bank-grade encryption, strict access controls, and GDPR-compliant data handling to safeguard your financial 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.

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.

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.