Wealth Data Automation

Any Data. Any system. Any source.

Wealth Data Automation

Pretim specializes in automating the processing of wealth management data, reducing manual efforts and increasing operational efficiency. By leveraging an advanced data conversion and integration process, the platform ensures seamless data ingestion, transformation, and distribution across systems.

Using Pretim our clients streamline data management with aggregation, reconciliation, and orchestration. It consolidates data from custodians and PMS, matches transactions and positions for consistency, and coordinates workflows to ensure seamless data flow and compliance.

We ensure GDPR-compliant financial data processing with encryption, secure transmission, and access controls. Built-in audit trails and automated compliance checks help institutions maintain regulatory adherence while securely managing wealth data.

connect to any bank

Seamless Custodian Integration

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

Leave it to us

Wealth data tailored to your wishes

Pretim empowers the wealth management market with seamless wealth data automation. Our platform offers four levels of data processing: Aggregated Data (Straight-Through Processing) for raw, real-time consolidation from multiple sources, Reconciled Data for accuracy through validation and cross-checking, Enhanced Data with additional calculated metrics and classifications, and Enriched Data, integrating external intelligence, risk metrics, and ESG factors for deeper insights. A combination of these levels is also possible, ensuring a tailored solution that fits your specific needs. Whether you need streamlined aggregation or fully enriched analytics, Pretim delivers reliable, actionable data.

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.