Case Study: Charles Stanley

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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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“Freedom within a framework” – How Charles Stanley brought risk management to the fore.
BITA Star with Monitor deployed across 32 offices serving over 30,000 client accounts, totaling some £20bn assets under management (data correct as at the time of writing).

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

“Freedom within a framework” – How Charles Stanley brought risk management to the fore.

BITA Wealth

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