Our flexible and technologically driven approach provides the foundations for institutions to build and operate their business, whilst allowing them to focus on their key specialities.
A sophisticated technology infrastructure drives efficiency and straight through processing alongside market leading functionality, tailored to meet individual institutional needs.
We know that most Investment Management and Wealth Managers want to focus on what they are good at, i.e. managing portfolios and selecting investments. WealthTek can deliver a range of services to assist your business, from a nominee-based custody only service to a fully branded, white labelled platform with full dealing, client portal and administration support.
Our full-service offering allows institutions to concentrate on business development and managing portfolios, comfortable in the knowledge that execution and administration is being processed efficiently and delivered to their clients via a simple but professional branded portal.
We can fully integrate any API requirements to manage a variety of processes and due to our flexible approach and entrepreneurial spirit, we can develop any additional functionality you require as long as commercially viable.
Our systems and infrastructure were designed to overcome the investment and administrative shortcomings we encountered as DFMs using either internal private client management software or external retail platforms when managing model portfolios. By improving on the best of both and integrating into a single ‘master of all trades’ platform we can deliver the ideal solution to institutions, whatever their needs may be.
We have assembled a strong team with a wealth of experience from both an operational and investment management perspective. The senior members of our technical and administrative teams each have decades of experience gained at the UK’s largest retail platforms and private client investment managers.