{"id":382929,"date":"2020-11-17T08:34:14","date_gmt":"2020-11-17T13:34:14","guid":{"rendered":"http:\/\/www.marketnewsdesk.com\/?p=382929"},"modified":"2020-11-17T08:34:14","modified_gmt":"2020-11-17T13:34:14","slug":"frost-bank-goes-live-on-fi-teks-wealth-management-platform","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/frost-bank-goes-live-on-fi-teks-wealth-management-platform\/","title":{"rendered":"Frost Bank Goes Live on Fi-Tek’s Wealth Management Platform"},"content":{"rendered":"
\n

Frost Wealth Advisors (FWA) and Frost Institutional Advisors (FIA) successfully deploy Fi-Tek’s Global Wealth Enterprise Solution (GWES)<\/h2>\n

PR Newswire<\/p>\n<\/p><\/div>\n

\n

\n SAN ANTONIO<\/span>, Nov. 16, 2020<\/span> \/PRNewswire\/ — After an extensive search lasting over several years, Frost Bank of San Antonio, Texas<\/span> has selected Fi-Tek LLC as their wealth management technology partner. Together, Frost Bank and Fi-Tek successfully implemented on May 31<\/span>st<\/sup>, 2020 the full suite of GWES wealth management platform. <\/p>\n

Due to lockdown and travel restrictions from the pandemic, Frost Bank and Fi-Tek successfully conducted remote training for hundreds of users on the new GWES platform while managing a large, complex data conversion and systems deployment. Frost Bank’s users easily adopted the platform to support FWA and FIA wealth management functions, with additional capabilities for their Oil & Gas, Real Estate and Pension businesses, across seven offices around the state of Texas<\/span>. <\/p>\n

\n Subir Chatterjee<\/span>, President & CEO of Fi-Tek LLC, commented on the successful implementation: “We have achieved a significant first with Frost Bank – the first client in our 20-year history where we implemented our platform 100% remotely due to the pandemic. We are delighted that Frost Bank’s FWA and FIA groups selected our platform, and we at Fi-Tek and our subsidiary Rockit Solutions, look forward to a long and collaborative partnership.”<\/p>\n

Fi-Tek’s GWES platform is an integrated solution for wealth management and trust on a single database, with the following major features: investment planning and proposal generation, client onboarding, investment management with modeling\u00a0 & rebalancing capabilities, trading with integrate OMS, GIPS compliant performance calculation engine, global securities processing and asset servicing, P&I accounting with global multi-currency capabilities, cash management, and extensive reporting capabilities including wealth analytics for data visualization. The platform interfaces with financial intermediaries through SWIFT, API’s, and automated file extracts.<\/p>\n

“It has been a pleasure working with the team from Fi-Tek,” said Mike Milich<\/span>, Senior Executive Vice President at Frost Wealth Advisors. “Subir and his group have proven that a major system conversion can be done in the midst of great challenges and with very limited issues.\u00a0 We are very proud of our young but building relationship with the Fi-Tek team, and we look forward to many years on the GWES platform.”<\/p>\n

For a detailed case study regarding the Fi-Tek GWES deployment at Frost Bank, please click here:\u00a0Frost Wealth Advisors and Frost Institutional Advisors successfully deploy Fi-Tek’s Global Wealth Enterprise Solution<\/a>.<\/p>\n

\n Frost Bank
<\/u>Frost is the banking, investments and insurance subsidiary of Cullen\/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $34 billion<\/span> in assets at Dec. 31, 2019<\/span>. One of the 60 largest U.S. banks by asset size, Frost provides a full range of banking, investments and insurance services to businesses and individuals in the Austin<\/span>, Corpus Christi<\/span>, Dallas<\/span>, Fort Worth<\/span>, Houston<\/span>, Permian Basin, Rio Grande Valley and San Antonio<\/span> regions. Founded in 1868, Frost has helped Texans with their financial needs during three centuries. For more information, visit www.frostbank.com<\/a><\/p>\n

\n Fi-Tek, LLC
<\/u>Fi-Tek is a leading provider of technology and technology-enabled solutions to financial institutions, including:\u00a0Asset Managers, Trust and Private Banks, Family Offices, Hedge Fund Managers, Fund Administrators, and Broker\/Dealers. Servicing over\u00a0$1.4 trillion dollars\u00a0of assets, Fi-Tek’s suite of Private Wealth Technology Solutions consists of Global Wealth ES, Rockit Command, and HedgeTek technology platforms. Please contact Arpita Chatterjee<\/span> (AChatterjee@Fi-Tek.com<\/a>) or Kevin Fisher<\/span> (KFisher@Fi-Tek.com<\/a>) \u00a0for any information and questions. Additional information on Fi-Tek and its solutions may be found at\u00a0www.fi-tek.com<\/a>.<\/p>\n

\n \"Cision\" View original content:http:\/\/www.prnewswire.com\/news-releases\/frost-bank-goes-live-on-fi-teks-wealth-management-platform-301174795.html<\/a><\/p>\n

SOURCE Fi-Tek<\/p>\n<\/p><\/div>\n

\"\"<\/p>\n","protected":false},"excerpt":{"rendered":"

Frost Wealth Advisors (FWA) and Frost Institutional Advisors (FIA) successfully deploy Fi-Tek’s Global Wealth Enterprise Solution (GWES) PR Newswire SAN ANTONIO, Nov. 16, 2020 \/PRNewswire\/ — After an extensive search lasting over several years, Frost Bank of San Antonio, Texas has selected Fi-Tek LLC as their wealth management technology partner. Together, Frost Bank and Fi-Tek successfully implemented on May 31st, 2020 the full suite of GWES wealth management platform. Due to lockdown and travel restrictions from the pandemic, Frost Bank and Fi-Tek successfully conducted remote training for hundreds of users on the new GWES platform while managing a large, complex data conversion and systems deployment. Frost Bank’s users easily adopted the platform to support FWA and FIA wealth management functions, … <\/p>\n

Continue reading “Frost Bank Goes Live on Fi-Tek’s Wealth Management Platform”<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-382929","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\nFrost Bank Goes Live on Fi-Tek's Wealth Management Platform - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/frost-bank-goes-live-on-fi-teks-wealth-management-platform\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Frost Bank Goes Live on Fi-Tek's Wealth Management Platform - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Frost Wealth Advisors (FWA) and Frost Institutional Advisors (FIA) successfully deploy Fi-Tek’s Global Wealth Enterprise Solution (GWES) PR Newswire SAN ANTONIO, Nov. 16, 2020 \/PRNewswire\/ — After an extensive search lasting over several years, Frost Bank of San Antonio, Texas has selected Fi-Tek LLC as their wealth management technology partner. Together, Frost Bank and Fi-Tek successfully implemented on May 31st, 2020 the full suite of GWES wealth management platform. Due to lockdown and travel restrictions from the pandemic, Frost Bank and Fi-Tek successfully conducted remote training for hundreds of users on the new GWES platform while managing a large, complex data conversion and systems deployment. 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