Case Study: Brooks Macdonald

How Brooks Macdonald lightened the load for its investment committee

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BITA Wealth

BITA Risk provides BITA WEALTH with module options as follows:  BITA Wealth Profiler - multi-dimensional suitability profiling of a client’s investment needs, matching to investment proposition and linking to portfolio building and monitoring BITA Wealth Portfolio Analytics - institutional strength risk capabilities, risk models and portfolio modelling - incorporating reporting, pre-trade compliance checks...

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No heavy lifting -
How Brooks Macdonald lightened the load for its investment committee