Houston Trust Company Goes Live with Fi-Tek's Global Wealth Enterprise Solution™

EDISON, N.J., Sept. 23, 2026 /PRNewswire/ -- Fi-Tek, LLC, a leading provider of wealth management technology, today announced that Houston Trust Company has successfully gone live on its Global Wealth Enterprise Solution™ (GWES) as its core securities processing and accounting platform. The implementation marks another milestone in Fi-Tek's continued partnership with forward-thinking wealth management firms seeking to modernize their operational infrastructure.

With GWES now powering its operations, Houston Trust will leverage integrated, straight-through processing capabilities across its wealth management operations. At the heart of the system is a robust securities processing and accounting engine, designed to drive enterprise-wide productivity improvements and reduce operational risk through the automation of major functions.

Houston Trust is leveraging the full GWES suite, including Performance+ functionality and Report Studio, the newest addition to the platform.

"At Houston Trust Company, delivering best-in-class service to our clients has always been our priority. The implementation of GWES allows us to better respond to rapidly evolving client needs. Fi-Tek is a recognized leader in wealth management technology and we're proud to grow this partnership," said Kristie Barnett, Senior Vice President & Chief Trust Operations Officer of Houston Trust Company.

"We recognize that our clients' business needs are changing, so we continuously enhance our systems to help our clients meet tomorrow's challenges. We are delighted to have a sophisticated client like Houston Trust Company select our platform, and we are enjoying our partnership," said Subir Chatterjee, President & CEO of Fi-Tek.

Houston Trust will als power its investment management and reporting with Fi-Tek's Unified Managed Account (UMA) solution. UMA enables a multi-manager strategy using a single account with multiple sleeves, along with added reporting and performance capabilities for complete UMA experience.

About Houston Trust Company: 
Houston Trust Company is the largest private, independent, full-service trust company in the state of Texas with more than $12 billion in fiduciary assets. Founded in 1994 by eight Houston families, the company has grown to serve approximately 350 relationships worldwide, all with roots in and ties to Texas. Houston Trust focuses on four highly personalized service areas: fiduciary administration of trusts and estates; independent, third-party investment and asset management; support services for charitable trusts, endowments, and foundations; and private client services. For more information, please visit www.houstontrust.com.

About Fi-Tek, LLC: 
Fi-Tek is a leading financial technology company delivering innovative solutions for Wealth Management and Alternative Investments providers. Fi-Tek's suite of solutions includes the flagship offering Global WealthES – a fully integrated, real-time, web-based solutions, and multi-currency wealth management and trust platform for asset managers, private banks, and RIAs; HedgeTek, a partnership allocation, investor accounting, and reporting system for hedge funds; Fi-Tek Wealth Solutions powered by Rockit®, a wholly owned subsidiary providing integrated family office technology and outsourcing solutions. In addition to its comprehensive technology solutions, Fi-Tek offers operational outsourcing services supported by its proprietary software platforms. These services are delivered by highly experienced Operations and Performance Reporting teams with more than 20 years of experience supporting clients on the platforms. For additional information regarding Fi-Tek's technology and service offerings, please visit www.fi-tek.com.

Media Contacts: 
Claire J. Brems
Senior Vice President, Communications & Human Resources, Houston Trust Company 
[email protected]
(713)-651-9406

Arpita Chatterjee
Director of Strategic Client Initiatives, Fi-Tek
[email protected]
(732)-632-8167

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SOURCE Fi-Tek

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