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Portfolio Monitoring - Meeting The New Wealth Management Challenges

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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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by BITA Risk
| 18/08/2022 12:18:58

BITA Wealth automates the complexities of portfolio monitoring; enabling firms to go beyond simply ‘catching the drift’ and manage the financial, regulatory and reputational risks to their business of portfolios sitting outside of mandate. With over 40 ‘out of the box’ monitoring metrics, entire books of business can be analysed in minutes against any set of investment criteria, delivering exceptional oversight and control across an enterprise.