PetakSys

In today’s financial landscape, technology has become far beyond a support function - it has become a defining factor of operational confidence, regulatory readiness, and client experience. Yet across Europe, many private banks, family offices, and asset and wealth managers still operate with limited internal IT capacity, fragmented systems, and manual processes that consume valuable time and introduce risk.

PetakSys, a digital transformation partner specializing in custom software development for financial services, helps these firms build the digital foundations they need to operate with clarity, consistency, and confidence. With a strong focus on financial data integration, bespoke software development, and automated client reporting, the company enables firms to modernize without ‘breaking the bank.’

Off-the-shelf tools often fail to reflect the specific workflows, approval processes, and reporting nuances of financial organizations. PetakSys takes the opposite approach.

“We do not sell generic software. We build digital foundations that align perfectly with each client’s workflow, regulatory needs and client-servicing priorities,” says Tomas Petky, managing partner.

They develop modular, API-driven, automated and customized software solutions that allow firms to strengthen connectivity and improve operational efficiency without the disruption of replacing entire systems. With a more dependable foundation supporting reporting, valuation and oversight, wealth managers and family office teams gain renewed confidence in the integrity of every figure they rely on.

PetakSys’ offering extends well beyond reporting automation. They build custom operational tools tailored to investment workflows, from data validation modules to entity-level consolidation engines. Its integration services ensure seamless connectivity with custodian banks, market data providers, accounting platforms, and portfolio systems, creating a unified data flow across the organisation. The team also develops secure client portals that give end clients real-time access to documents, performance updates, and communications. Management teams benefit from MIS dashboards that translate complex data into clear, actionable insight. Whether the need is streamlined onboarding, automated reconciliation, or bespoke workflow development, PetakSys designs solutions that enhance transparency and reduce the operational burden on small and mid-size financial teams.

The driving force behind this level of precision is its team. With over two decades of hands-on experience in private banking and wealth management, the team understands how complexity emerges, where operational friction occurs and how it affects reporting, compliance and client service. Their insights guide system design, closing long-standing gaps between IT, operations, and client-facing teams.

When a European multi-family office was struggling with slow reporting and an error-prone process due to manual data collection from multiple sources, PetakSys stepped in to their rescue. It introduced an automated integration pipeline that pulled data directly from custodian banks and other sources, paired with reporting templates that generated client-ready outputs within seconds.

The result was astounding. Days of manual work turned into reporting completed at the push of a button, freeing teams for client service and giving management clear visibility into performance.

For PetakSys, every engagement is the start of a partnership designed to keep pace with the client’s needs. Projects begin with a discovery phase where the team assesses their digital environment, data flows, and custom software development needs. A detailed blueprint defining how systems will connect and how users will experience the final solution is then created. Implementation follows an agile process with regular checkpoints to keep the solution practical, aligned with daily operations, and capable of measurable improvement.

Once systems are live, they perform continuous monitoring and targeted refinements that keep each solution performing at its best. The company adjusts client environments as regulations evolve and new risks emerge, ensuring long-term operational stability.

The forward-looking support has made PetakSys a trusted partner for wealth and family office teams managing complex data environments. By providing clarity, accuracy, and control, it enables decision-makers to operate with confidence and focus on what matters most—serving clients.