107 Cannon Street, 5th floor, London, EC4N 5AF
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 modules give managers the freedom to construct and manage portfolios within a firm's investment framework, whilst ensuring enterprise oversight and control.
Save time through automated efficiency
Deliver your team instant access to portfolio analytics, reporting and enterprise-wide portfolio monitoring.
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.
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......