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
MSCI Wealth Manager serves as a comprehensive portfolio analytics and management solution tailored for wealth management firms and financial advisors focused on high-net-worth and ultra-high-net-worth clientele. This software enables investment teams to effectively construct, assess, monitor, and articulate client portfolios that encompass both public and private assets. Its robust features encompass risk, factor, and scenario analysis, model portfolio management, drift and exposure monitoring, as well as tax-aware optimization, portfolio proposals, and reporting capabilities. Additionally, it offers tools for evaluating potential client portfolios. The platform allows firms to implement their investment strategies and house views while customizing portfolios to align with client objectives and constraints. MSCI Wealth Manager seamlessly integrates with various wealth reporting and advisory systems, such as Addepar, Orion, Tamarac, and Black Diamond, and provides API-based connections to facilitate efficient portfolio and client data management workflows. This ensures that wealth management professionals can deliver tailored advice and maintain high standards of client service.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Addepar
No
Black Diamond Wealth Platform
No
Envestnet | Tamarac
No
MSCI
No
Orion
No
Integrations
Addepar
Yes
Black Diamond Wealth Platform
Yes
Envestnet | Tamarac
Yes
MSCI
Yes
Orion
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
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
MSCI
Founded
1998
Country
United States
Website
www.msci.com/data-and-analytics/wealth-management/msci-wealth-manager
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