PetakSys

PetakSys creates high-performance digital solutions for financial institutions. They offer custom software and report development, business and data integration, and family office, asset & wealth management firms with the technology edge they need to succeed. They specialize in combining information from multiple sources into a unified data set that allows businesses to gain a more accurate picture of their operational efficiency, as well as providing the groundwork for actionable insights into market opportunities and risks.

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Few more questions...

How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

What sets PetakSys apart?

"We assist our clients at each step of their digital transformation, from the initial concept through the custom software development to the successful product launch."
Tomas Petky

Product

Get an overview of what PetakSys does.

Main Tasks

  • Technology provider
  • Asset manager
  • Data
  • Portfolio management
  • Accounting
  • Development
  • Banking providers
  • CRM

Top features

  • Visionary purpose
  • Custom development service
  • Custom reports
  • Digital excellence
  • Banking providers
  • Ability to whitelabel
  • Full multi-currency support

Assets supported

  • Bankable or financial assets & funds
  • Cash & equivalents
  • Equities (developed and developing markets)
  • Fixed income (developed and developing markets)
  • Real estate
  • Commodities
  • Gold & precious metal
  • Venture capital

Compliance

GDPR

Whitelabel

Yes

Type Of Software

  • Fully standalone
  • SAAS
  • Serviced software

Ecosystem

  • Linux
  • Microsoft
  • Google

Integrations

  • Portfolio management systems
  • Accounting systems
  • CRM
  • Reporting systems (eg. SSRS)
  • Market data providers (Bloomberg, Refinitiv)

Type of data

Holding level

Accuracy

  • The accuracy of the data is provided, primarily by daily API or SFTP file downloads of transactions and/or positions from custodians.
  • E-banking platform scraping if the provider does not provide data feed files.

Custodians

150+

Time to new custodian

1-3 months

Multi-currency

Full multi-currency support

Cost structure

Feature based

Key Company Information

Have a look at the company, clients, and references to learn whether this is a match for you.

Employees

  • 0-10

Revenue

< 50 million

Founded

2022

Ownership

  • Owned by management
  • Key staff also have ownership

Incorporated

Hungary

Locations

  • Budapest

Top 5 Markets

  • Switzerland
  • United Kingdom
  • Luxembourg
  • Netherlands
  • France

Focus

  • Multi-family offices

Serves also

  • Individual wealth owners
  • Single family offices
  • Fund managers
  • Banks
  • Funds of funds

Reference names are available upon request.

Request References

Support & Services

Learn what support and services you can expect

Added Services

Software development
Data entry

Support options

General contact mail or phone
Dedicated contact

Pricing of support

Based on SLA
On use basis

Onboarding

1-3 months

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Simple solutions for complex times.