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What is PFM Cloud?

The core function of PFM revolves around creating a personalized business network to collect data from interconnected devices, which enables centralized control and monitoring through a unified account dashboard. Once you log into your PFM Cloud account, the first step is to establish customer accounts that may consist of service providers and their related subaccounts. The client accounts are crucial as they host the rented devices, facilitating streamlined organization. To ensure effective data transfer, PFM Cloud communicates with an application called PFM Agent, which needs to be installed within the network where the devices are located; this application handles the return of the gathered data to your cloud account. Moreover, PFM Agent plays a significant role in safeguarding the data by sending it via a fully secure and encrypted connection. You also have the ability to perform multiple installations for each customer account, which requires configuring a PFM Agent for every client account added to your business network, thus aiding in the consolidation of various network locations. This interconnected framework not only optimizes data management but also significantly boosts operational efficiency across multiple customer accounts, allowing for a more cohesive business strategy. Ultimately, the seamless integration of these components fosters a robust system for managing and overseeing your connected devices.

What is Global WealthES?

Global Wealth Enterprise Solution, commonly known as Global WealthESâ„¢ and formerly called TrustPortal, provides a comprehensive Wealth Management platform tailored for both large and medium-sized financial organizations, enabling them to function with optimal efficiency. This solution boasts an extensive array of features that are intricately interconnected to ensure seamless processing, resulting in enhanced scalability and operational effectiveness. The application offers a diverse range of functionalities, which include Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting, Securities Processing, Automated Compliance Reviews, Reporting and Statements, a Client Access Portal, Performance Measurement, and sophisticated data analytics aimed at improving business intelligence. Furthermore, it facilitates trading through an integrated FIX engine, linking to over 400 brokers for immediate trade execution and confirmations. With its extensive reporting capabilities, the platform provides both internal and client-facing reports and statements, along with integrated data mining tools, ensuring mobile accessibility across all devices, thus making it an adaptable solution for contemporary wealth management requirements. In summary, Global WealthESâ„¢ is an indispensable tool for financial institutions aspiring to enhance their wealth management offerings, and its comprehensive nature positions it as a leader in the industry.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PFM Cloud

Company Website

www.pfmcloud.com

Company Facts

Organization Name

Fi-Tek

Date Founded

1999

Company Location

United States

Company Website

www.fi-tek.com/globalwealthes

Categories and Features

Categories and Features

Investment Management

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

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