Wealth Management
Technology Know-how

Keeping You Firm One Step Ahead

The ongoing expansion of digital technology within the wealth management sector has seen financial firms boost their efficiency while strengthening the communication channels they have with their clients. With efficient, user-designed applications transforming the financial landscape, PetakSys is well-placed to help firms in this sector take full advantage of new technologies.

With over twenty years’ worth of experience in the fintech (financial technology) space, the PetakSys team offers a comprehensive range of solutions for wealth management firms.


Application Development

The PetakSys team is well-versed in developing and maintaining financial and accounting applications that streamline workflows and enhance profitability. With our apps able to automatically process the daily data exchange with custodial banks such as UBS, Credit Suisse, and Pictet Bank, we save wealth management firms time and money, while reducing the potential for errors.

Further to this, we are able to produce any number of reports for management, including Profit & Loss (P&L), Net Asset Value (NAV), and risk reports (Value-at-Risk, Worst Case Scenario).

Implementation of Third-party Software

Alongside app development, we have extensive experience implementing third-party software. From interface and workflow design to testing, setup, and migration planning, we optimize third-party systems such as Bloomberg for the specific needs of a client.

Updating Legacy Systems

With legacy systems often the cause of operational and performance issues, we have the expertise needed to help wealth management firms efficiently and cost-effectively update their systems. By modernizing everything from functionality to system architecture, firms not only reduce costs but their exposure to risk.

With technological systems increasingly central to the success of wealth management firms, PetakSys offers firms a cost-effective way to remain competitive. If you’d like to know more about our services and how we can help your company, please don’t hesitate to contact us.

Contact PetakSys and begin your
digital journey today.

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