PetakSys

Founded 2022

Technology Providers

PetakSys is a digital transformation partner for single- and multi-family offices, asset & wealth managers providing cutting-edge technology solutions tailored to their needs.

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About 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.

More Details

Attribute	Details
Categories	Accounting, Asset managers, Banking Providers, CRM, Data, Developers, Outsourced solutions, Portfolio Management, Technology provider
Features	Ability to Whitelabel, Banking Providers, Custom Development Service, Custom Reports, Digital Excellence, Diversity, Full Multi-Currency Support, Visionary Purpose
Target Segments	Individual wealth owners, Multi-family office, Private wealth owner, Single-family office

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Insights from PetakSys

Is your family office software ready for AI?

Tomas Petky, CEO of PetakSys, shares insights into why optimising processes before adopting new technology is essential, and how family offices can best to prepare for AI.

Seamless finance: Automating integration for family offices

While AI often dominates discussions, a less glamorous, but equally critical, challenge looms for family offices: data integration. Imagine spending hours manually transferring transaction data from multiple banks into spreadsheets, only to risk errors and reporting delays. This is the reality for many family offices today. In this article, Simple speaks to the PetakSys team to explore potential solutions.

Family office software: The build vs buy dilemma

As family offices embrace digital transformation, the obvious switch from manual processes to a digital platform may be simple, but it’s a bit more tricky to determine which is better: to build from scratch or to buy off the shelf. In this insight, Simple sits down for a conversation with the team at PetakSys to unpack the answers.