Case Study: Standard Life Wealth

Transformational (and testing) times – How Standard Life Wealth and BITA Risk have grown together

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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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BITA Star with Monitor deployed across 5 offices (as at 31.12.13) serving approximately 3,500 clients with 8,500 actual accounts, totaling some £5.8bn assets under management (as at 31.12.2013).