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Safety first
Your security is our number one priority
Your trust is our foundation. Choosing a partner for wealth data automation is a business-critical decision: we therefore uphold high standards of security. Our platform is built with end-to-end encryption, strict access controls, and advanced threat detection to safeguard your investment data. Fully GDPR & Schrems II compliant, we ensure that your data remains secure, private, and in full compliance with the latest regulatory standards so you can focus on what matters most—your clients.
Data Privacy
All customer data is stored in the European Union, under the full scope of GDPR. Data minimisation is enforced, clear consent processes are maintained, and tools are provided to meet data‑subject rights such as access, correction, and deletion requests. By combining strong encryption with local processing, customer data remains confidential and compliant.
Secure Infrastructure
Our platform runs on Microsoft Azure infrastructure, with robust physical and logical safeguards. These facilities are monitored 24/7, with multi‑factor access controls and surveillance, ensuring only authorized personnel can reach our systems.
On the network side, production and non‑production environments are isolated, using virtual private networks and segmented subnets, and applying strict firewall rules. This layered approach prevents unauthorized lateral movement and tightly controls traffic flow. Combined with real‑time monitoring and automated alerting, our infrastructure is designed to stay resilient against failures and intrusions.
Data Encryption
With industry‑standard protocols data in transit is encrypted (TLS or equivalent) and data at rest is encrypted (AES‑256 or similar). Encryption keys are managed with strict controls and rotated regularly to minimize risk.
Access Controls
Tight access controls are fundamental to our security model. Internally, least‑privilege principles are enforced: employees receive only the minimum access necessary for their roles, and every access request ied single‑sign‑on (SSO) solution for all internal systems. All team members sign confides reviewed, approved, and logged. Multi‑factor authentication is required via a confidentiality agreements, and undergo security training.
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.
‘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.’
‘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.’
‘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.’
We love to serve you
Our Market Segments
Private Banks
Wealth & Asset Managers
Family Offices
Foundations & Non-Profit
Athletes & Artists
Private Banks
Wealth & Asset Managers
Family Offices
Fintechs
Foundations & Non-Profit
Athletes & Artists
