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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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
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.
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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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