Pretim

Family offices running multi-custodian portfolios spend disproportionate time chasing clean data: logging into bank portals, reconciling conflicting position reports, and manually pushing numbers into downstream systems. Pretim, a Dutch WealthTech firm founded in 2020, addresses this directly by acting as a vendor-neutral data backbone that automates the full cycle from aggregation through reconciliation to delivery into the client's system of choice.

The platform's founding team built data infrastructure for European private banks, family offices, and asset managers for over a decade before launching Pretim, which shapes both the technical architecture and its emphasis on proactive reconciliation rather than reactive error-fixing. One client testimonial notes that Pretim surfaced a wealth manager mischarging on transaction FX rates that had gone undetected for years, a concrete illustration of what daily, automated position verification enables.

Key capabilities relevant to family office operations include:

• Post-trade aggregation across banks, custodians, funds, and private assets
• Automated reconciliation with active data-break resolution
• API-based delivery into any PMS, CRM, reporting, or risk system
• EU data sovereignty with GDPR and Schrems II compliance by design
• Investment fee audit functionality to verify charges against contracted terms

Pretim positions itself as strictly infrastructure rather than a front-end reporting or portfolio management tool, meaning buyers still need a downstream PMS or reporting layer. The platform is built for the European market, and firms operating primarily outside Europe may find the data residency architecture less relevant to their requirements. Pricing is not publicly disclosed, and the firm appears early-stage relative to established aggregation providers. Teams seeking a consolidated front-end client portal alongside aggregation will need to source that separately.

• Aggregating investment data across multiple custodians, banks, and funds
• Automating post-trade reconciliation and resolving data breaks
• Delivering clean, structured data into third-party PMS, CRM, and reporting systems
• Auditing investment management fees against contracted terms
• Providing daily automated position updates with near real-time insights
• Normalising and standardising data from diverse financial institutions and asset types

• Multi-custodian post-trade data aggregation
• Automated reconciliation with data-break resolution
• API connectivity to PMS, CRM, reporting, and risk systems
• Investment fee audit service
• EU data residency and sovereignty controls
• GDPR and Schrems II compliance
• Daily automated data delivery
• Support for liquid and illiquid asset data
• Modular architecture allowing integration with existing technology stacks
• Data validation and accuracy checks

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Finance / Accounting Teams.

Demo scheduling available; guided onboarding process with team support implied from site content.

Described as quick and guided with a structured transition to automated wealth data management; no specific timeline disclosed.