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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Practifi serves as a performance optimization platform that converts data into actionable insights and excellence on a large scale. We empower wealth management firms to surpass the limitations of conventional CRMs and explore new possibilities. In contrast to traditional CRM systems, Practifi integrates your team, data, and top-tier tools, providing the visibility and oversight essential for propelling your organization forward. Our enterprise workflow engine, open API, and comprehensive analytics consolidate data sources, enhancing both actions and insights. Acknowledged as one of the leading platforms in the industry, Practifi has received numerous accolades for our innovative features and intelligent platform design. We view partnership as a commitment that extends beyond merely addressing issues as they arise. Our dedicated team collaborates closely with clients to tackle their challenges, or even create solutions if they are not readily available, ensuring that we meet their evolving needs effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Addepar No 
CircleBlack No 
MoneyGuide No 
Wufoo No 
Zocks No 

Integrations

Addepar Yes 
CircleBlack Yes 
MoneyGuide Yes 
Wufoo Yes 
Zocks Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$80 per user per month
Billed annually
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 Yes 
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

Practifi

Founded

2013

Country

Australia

Website

practifi.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

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

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