Houston Trust Goes Live with Fi-Tek's Wealth Management Platform

EDISON, N.J., Sept. 23, 2026 /CourierPR/ -- Fi-Tek, a leading provider of wealth management technology, has announced that Houston Trust Company has successfully implemented its Global Wealth Enterprise Solution (GWES) as its core securities processing and accounting platform. This milestone marks another significant partnership between Fi-Tek and a forward-thinking wealth management firm, as Houston Trust seeks to modernize its operational infrastructure.

With GWES now powering Houston Trust’s operations, the company will benefit from 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 suite of GWES, including Performance+ functionality and Report Studio, the latest addition to the platform.

At Houston Trust Company, delivering best-in-class service to clients has always been a top priority. The implementation of GWES allows the company to better respond to the rapidly evolving needs of its clients. Fi-Tek, a recognized leader in wealth management technology, is proud to continue its partnership with Houston Trust Company.

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

Houston Trust Company, the largest private, independent, full-service trust company in the state of Texas, has over $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.

Fi-Tek, LLC, a leading financial technology company, provides innovative solutions for wealth management and alternative investments. Its suite of solutions includes the flagship offering Global WealthES, a fully integrated, real-time, web-based platform for asset managers, private banks, and RIAs; HedgeTek, a partnership allocation, investor accounting, and reporting system for hedge funds; and Fi-Tek Wealth Solutions powered by Rockit®, a wholly owned subsidiary providing integrated family office technology and outsourcing solutions. Fi-Tek also offers operational outsourcing services supported by its proprietary software platforms, delivered by highly experienced Operations and Performance Reporting teams with over 20 years of experience supporting clients on the platforms.

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