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
Empowering wealth managers and their clientele with advanced, secure, and cost-effective wealth management software designed for the future. Explore a comprehensive array of tools that streamline intricate processes into user-friendly experiences, ensuring that each interaction contributes to financial excellence. Performativ is dedicated to supporting clients throughout the entire wealth management landscape. Offering an all-encompassing front-to-back wealth management solution, Performativ boasts strong technological capabilities that elevate the service experience. With seamless integrations with custodians, Performativ helps to cut operational expenses while improving overall effectiveness. It simplifies the management of extensive client portfolios with intuitive tools, allowing for significant time savings on everyday tasks. Advisors are equipped to generate customized reports that meet their unique needs, thereby fostering better communication and enhancing client satisfaction. Ultimately, Performativ stands as a transformative force in the wealth management industry, positioning its clients for ongoing success.
API Access
Has API
No
API Access
Has API
No
Integrations
Bloomberg
No
Salesforce
No
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
Yes
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)
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
Performativ
Country
Denmark
Website
www.performativ.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