Audience

A comprehensive and integrated wealth management solution for large and medium-sized financial institutions

About Global WealthES

Global Wealth Enterprise Solution – Global WealthES™ (formerly known as TrustPortal) is a comprehensive and integrated Wealth Management solution for large and medium-sized financial institutions enabling them to manage their business most efficiently. The platform entails end-to-end features, tightly coupled to deliver straight-through processing, which creates tremendous scale & efficiency. The application has extensive functionality covering Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting and Securities Processing, Automated Account Review for Compliance, Reports & Statements, Client Access Portal, Performance Measurement, and data analytics for business intelligence. Trade thru integrated FIX engine to over 400 brokers in the market for instant fills and confirmations. Extensive reporting, internal and client reports and statements and built-in data mining tools, with mobile access on any device.

Other Popular Alternatives & Related Software
Allvue
Allvue
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth.
Learn more
MoneyWare
MoneyWare
MoneyWare is an integrated Wealth Management platform designed to allow wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. It enables wealth management firms to service all type of client segments including highly affluent, high net worth individuals and single and multi-family offices. The wealth management software suite is flexible and customizable helping clients address client management, financial advisory, portfolio management, compliance and client reporting & accounting. Wealth management systems like MoneyWare support discretionary, non–discretionary and advisory services.
Learn more
Fusion Advisor
Fusion Advisor
Wealth Portal is Internet-based, and it works with any browser. It is portable and it works seamlessly with all existing systems and custodial or Broker/Dealer platforms. It gives one access to all financial accounts. Clients’ no longer need to access multiple sites. An Exchange confidential document with your clients is easier than ever, with just a few clicks and securely transmits files of any size.
Learn more
enVisual360
enVisual360
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.
Learn more

Pricing

Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Company Information

Fi-Tek
Founded: 1999
United States
www.fi-tek.com/globalwealthes

Videos and Screen Captures

Global WealthES Screenshot 1
Global WealthES Screenshot 1
Other Useful Business Software
Get the most trusted enterprise browser Icon
Get the most trusted enterprise browser

Advanced built-in security helps IT prevent breaches before they happen

Defend against security incidents with Chrome Enterprise. Create customizable controls, manage extensions and set proactive alerts to keep your data and employees protected without slowing down productivity.
Download Chrome

Product Details

Platforms Supported
Cloud
Windows
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online

Global WealthES Frequently Asked Questions

Q: What kinds of users and organization types does Global WealthES work with?
Q: What languages does Global WealthES support in their product?
Q: What kind of support options does Global WealthES offer?
Q: What type of training does Global WealthES provide?
Q: Does Global WealthES offer a free trial?

Global WealthES Product Features

Investment Management

Accounting Management
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Portfolio Management
Benchmarking
Payroll & Commissions
Performance Metrics
Risk Management

Global WealthES Additional Categories