Welcome to Pretim

The platform for the new era of wealth management operations.

Go beyond a simple upgrade. Scale your operations, maximize your wealth and deliver remarkable client experiences with Pretim: the cloud wealth management system that works for you.

Don’t take it from us

Trusted by hundreds

Achieve the best results

Grow your wealth with Pretim

Understanding wealth is essential for informed decision-making. Pretim provides 24/7 access to a comprehensive overview of total wealth—including bankable and non-bankable assets and performance data.

Our platform automates the aggregation of both bankable and private asset data, enabling robust performance monitoring and reporting—all within a single, streamlined solution. Empower your team to enhance client engagement and optimize wealth management operations with Pretim.

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Boost your performance

Transform efficiency into value

There’s a lot of inefficiencies within the wealth management ecosystem. Transform your backoffice and increase value for your clients, by embedding efficient audit tools, general ledger & data enhancement services into your backend operations.

Maximize value with our wealth management software, offering clear dashboards and reports. Empower clients with real-time access to personal assets via our wealth app. Drive informed decisions with the Pretim portal, facilitating real-time investment scenario analysis. Elevate service standards with Pretim’s modern and intuitive experience.

Only the best

Your investment data quality is non-negotiable

Interacting with wealth data anywhere is crucial in today’s digital world. In the dynamic landscape of investment management, accurate and reliable data is not just a luxury—it’s an absolute necessity. Whether we’re dealing with equities, fixed income, real estate, or alternative assets, the quality of your data directly impacts the decisions you make.

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