Quilter Cheviot: Spending our time acting on portfolio data – not gathering it.
BITA Risk Monitor’s ability to observe all accounts systematically on a daily basis eradicated substantial, manual tasks for the Risk team at Quilter Cheviot.
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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...
view solutionQuilter Cheviot: Spending our time acting on portfolio data – not gathering it.
BITA Risk Monitor’s ability to observe all accounts systematically on a daily basis eradicated substantial, manual tasks for the Risk team at Quilter Cheviot.
