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.