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TrustReporter

Free
iPhone / iPad
Genres:
  • Finance
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Download from AppStore

TRMobile (TrustReporter Mobile) is financial reporting application that provides Fi-Tek clients quick and easy access to their portfolio. Users can view their portfolio's performance, their holdings, transaction details, taxlot details, pending trades, & statements.


ABOUT FI-TEK, LLC:

Fi-Tek is a growing Technology company providing proprietary Financial Software Solutions to the Wealth Management and Alternative Investment markets.

Fi-Tek’s financial platforms include: HedgeTek, the premier Partnership and Investor Accounting system for the large user market, providing an integrated Onshore and Offshore Book and Tax Allocation solution for leading Hedge Fund Managers and Fund Administrators; and TrustPortal, the industry’s most advanced integrated Wealth Management solution for Trust and Private banks, Family Offices, and other Wealth Managers, offering complete investment management on a single, web-based platform.

Fi-Tek’s Professional Services consulting assists clients in efficiently leveraging the rich features of its platforms, while OpsSourcing Services allows clients to outsource all or parts of their operations while still retaining access to the platform for customer focused front end and compliance processes.