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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
Transforming and optimizing your operational workflows can lead to enhanced efficiency that is responsive to your clients' evolving demands. By automating and refining these processes, financial advisors and wealth managers gain the agility to customize their offerings according to client preferences. In a rapidly changing investment landscape, presenting a variety of alternative investment options—such as REITs, socially responsible investments (SRIs), ESG-focused strategies, private equity, philanthropy, and cryptocurrencies—plays a vital role in both attracting new clients and retaining existing ones. The dynamic between clients and wealth managers has shifted significantly, with personal interactions becoming less favored. Nonetheless, tailored investment guidance that considers individual risk profiles, life aspirations, and personal preferences continues to be an essential service. In this context, delivering advanced and personalized omnichannel digital solutions throughout the entire client journey is increasingly important to fulfill their demands for convenience and efficiency. As the industry continues to evolve, staying ahead of client expectations will be critical for success.
API Access
Has API
API Access
Has API
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
corfinancial
Founded
1996
Country
United Kingdom
Website
www.corfinancialgroup.com/financial-software-products/bita-risk/
Vendor Details
Company Name
ERI
Founded
1989
Country
Switzerland
Website
www.olympicbankingsystem.com
Product Features
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Product Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring