PetakSys

Family offices handling multi-custodian data aggregation spend hours each week logging into banks, extracting files, and manually reconciling positions. PetakSys, a digital services firm with over two decades of experience in financial software, addresses this directly by building custom integration and automation infrastructure for family offices and wealth management firms.

A published case study illustrates the practical impact: working alongside Flanks' wealth aggregation service, PetakSys helped a family office connect to 11 banks and reduce daily data collection from half a day of manual work to a few minutes. That outcome reflects the firm's core offering, which combines three service lines:

• Data integration and automated collection from banks and custodians, including UBS, Credit Suisse, and Pictet
• Custom software development and API connections to third-party platforms and market data providers such as Bloomberg
• Personalized client reporting and portal builds tailored to specific workflow requirements

PetakSys operates on a project-based, bespoke model rather than a packaged SaaS product. Engagements follow a three-phase process: requirements analysis, implementation with weekly progress visibility, and ongoing maintenance. This structure suits family offices with non-standard technology environments or legacy portfolio management systems that off-the-shelf tools cannot serve. Robotic process automation (RPA) is also offered to handle repetitive operational tasks without replacing existing systems.

The trade-off is transparency: pricing is not disclosed publicly, the firm appears small with no named client count or employee figures on the site, and buyers cannot evaluate a demo product before engaging. Teams seeking a deployable product rather than a development partner will need to look elsewhere.

• Automating multi-bank data collection and aggregation for family offices
• Building custom integrations between portfolio management systems and custodian banks
• Developing bespoke financial software tailored to wealth management workflows
• Creating personalized client reporting platforms and portals
• Implementing robotic process automation for repetitive financial tasks
• Maintaining and supporting custom software post-deployment

• API and flat-file integration with custodian banks
• Integration with wealth data aggregation services (Flanks)
• Robotic Process Automation (RPA) for financial workflows
• Custom accounting and financial software development
• Client reporting platform development
• Third-party software integration including Bloomberg data feeds
• Automated transaction and position data collection
• Custom portfolio management system integration
• Weekly implementation progress reporting
• Post-deployment maintenance and support

Built for Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA).

Ongoing maintenance and issue resolution included as a post-implementation service phase.

Structured three-phase process: requirements analysis, implementation with weekly progress updates, followed by maintenance.