Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Transforming the landscape of wealth management, BITA Wealth empowers advisors, investment teams, and governance sectors. By enhancing insight, efficiency, oversight, and control, BITA Wealth creates a superior experience for both clients and advisors. Part of the corfinancial™ group, BITA Risk® manages assets under management exceeding £160 billion. Its award-winning BITA Wealth application serves high and ultra-high net worth wealth managers with cutting-edge software solutions. BITA Wealth equips investment teams, advisors/managers, and governance divisions with essential tools to foster business growth in a regulated environment. Tailored for wealth management firms, broker-dealers, private banks, trust companies, and family offices, BITA Wealth is structured as a series of customizable modules. It features multi-dimensional investor profiling that assesses risk, suitability, and ESG characteristics, systematically aligning these with a firm’s investment offerings. This innovative approach not only streamlines operations but also enhances client satisfaction and trust in the wealth management process.
Description
Bancroft serves as a cloud-oriented estate-planning solution designed for financial advisors, registered investment advisors (RIAs), and firms, facilitating the preparation and management of estate documents for client households. Financial advisors can invite their clients to a customized portal where guided questionnaires for each document allow for relevant household information to be automatically filled in. This platform is capable of producing a variety of state-specific legal documents, including wills, revocable trusts, powers of attorney, HIPAA authorizations, and other necessary paperwork, while also providing advisors with a comprehensive dashboard to monitor document status and pending tasks. Additionally, it features trust-funding workflows that streamline the processes of retitling assets, updating beneficiaries, and managing deed assignments, along with draft letters for advisor review. Among its other useful functionalities, Bancroft offers a secure Digital Safe for storing household records, facilitates trust updates, and provides visual representations for blended families to see outcomes depending on either spouse’s order of death. It's important to note that while Bancroft provides these software solutions, it does not function as a law firm, and users should seek individual legal counsel outside of the platform for specific advice. With its array of tools, Bancroft aims to enhance the estate-planning process for both advisors and their clients, ultimately leading to more organized and efficient estate management.
API Access
Has API
No
API Access
Has API
No
Integrations
Wealthbox
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$299/month
Advisor is $299/month or $3,199/year billed annually; it includes one advisor, up to 25 wills and trusts per year, and unlimited POAs, HIPAA, and supporting documents. Growth is $499/month or $450/month billed annually and removes document caps. Firm is $799/month or $717/month billed annually, with one seat included and additional seats at $249/month. Enterprise is custom-priced. Optional charges include $199 deed recording and $299 individual attorney review.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
corfinancial
Founded
1996
Country
United Kingdom
Website
www.corfinancialgroup.com/financial-software-products/bita-risk/
Vendor Details
Company Name
Bancroft Sysyems
Founded
2024
Country
United States
Website
usebancroft.com
Product Features
Financial Risk Management
Compliance Management
No
Credit Risk Management
No
For Hedge Funds
No
Liquidity Analysis
No
Loan Portfolio Management
No
Market Risk Management
No
Operational Risk Management
No
Portfolio Management
No
Portfolio Modeling
No
Risk Analytics Benchmarks
No
Stress Tests
No
Value At Risk Calculation
No
Product Features
Alternatives
Alternatives
No Alternatives