BITA Risk

HQ Address

2nd Floor, 28-30 Cornhill, London, EC3V 3NF, United Kingdom

Connect with BITA Risk
Business introduction

Better intelligence through analysis

BITA Risk, with client AUM of over GB£160 billion, is part of the corfinancial group that provides software solutions to banking and financial services organisations worldwide

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 detailed risk analytics: factor exposures, stress testing and portfolio optimisation
  • BITA Wealth ESG Manager - portfolio ESG management combining investment and client preference perspectives - captures investor ESG preferences, ESG exposure modelling, reporting, trend analysis, and conflict monitoring
  • BITA Wealth Monitor - enterprise-level monitoring of all portfolios with daily alerts across risk, portfolio, and investment factors. Delivering investment oversight & control to compliance teams and investment managers, supported with a structured exception management process

BITA Wealth modules give managers the freedom to construct and manage portfolios within a firm's investment framework, whilst ensuring enterprise oversight and control.

Business Overview

Save time through automated efficiency
Deliver your team instant access to portfolio analytics, reporting and enterprise-wide portfolio monitoring.

Empower advisors
Deliver relevant, useful workflows and portfolio analytics to advisors’ desktops – delivering freedom within an investment framework and supporting consistent client outcomes.

Support central investment teams
Support centralised investment insight and analytics and deliver the infrastructure and confidence to scale across a new client segments, investment teams or businesses. 

Enrich your existing infrastructure
Implementing an industry leading suitability framework removes the need for full, expensive system replacement – quickly and easily enhance your existing infrastructure without rewriting the process. 

Portfolio analytics and insight
Automate the upload, analysis and reporting across portfolio and models.

Key Data

Year founded
1993
employees
11-50
offices
3
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Financial Advisors

BITA Risk Solutions

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......

business needs
Client type
client geography presence
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