BITA Risk

BITA Risk

corfinancial
Altoo BITA Risk

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Altoo:

About

Altoo Wealth Platform empowers wealthy individuals, single- and multi‑family offices, trusts, foundations, private bankers, and asset managers to seamlessly consolidate and interact with all aspects of their total wealth in a simple and intuitive way. It aggregates transaction and portfolio data, bankable and non‑bankable assets, from over 500 custodians and 3,000+ non‑custody banks, plus market data and private equity/dividend info, delivering fully automated reconciliation, matching, and daily-updated performance and allocation insights. It visualizes 40+ asset types and tracks liabilities, rental income, collectibles, real estate, and private investments while allowing the attachment of documents and images to assets. Intelligent reporting features include customizable dashboards, dynamic charts, watchlists, and automated alerts on allocation drifts, balances, gains/losses, and threshold events.
BITA Risk:

About

Powering the future of wealth management, supporting advisors, investment teams and governance divisions. BITA Wealth delivers a better client and advisor experience through improved insight, efficiency, oversight and control. BITA Risk®, with client AUM of over £160bn, is part of the corfinancial™ group. Its BITA Wealth application is innovative, award-winning software for high and ultra-high net worth wealth managers. BITA Wealth provides investment teams, advisors/managers, and governance divisions with the tools they need to develop and grow their businesses in a controlled way. Suitable for wealth management firms, broker-dealers, private banks, trust companies and family offices, BITA Wealth is designed as a series of modules. Multi-dimensional investor profiling, considering risk, suitability and ESG characteristics and preferences, then systematically matching these to a firm’s investment proposition.
Altoo:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
BITA Risk:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Altoo:

Audience

Trusted wealth advisors wanting a tool to manage their global assets, track performance, automate insights, and collaborate seamlessly on complex wealth management
BITA Risk:

Audience

Enterprises searching for an advanced suitability, investment and governance solution
Altoo:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
BITA Risk:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Altoo:

API

Offers API Not Supported
BITA Risk:

API

Offers API Not Supported
Altoo:

Screenshots and Videos

BITA Risk:

Screenshots and Videos

Altoo:

Pricing

Free
Free Version Supported
Free Trial Not Supported
BITA Risk:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Altoo:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software
BITA Risk:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Altoo:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
BITA Risk:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Altoo:

Company Information

Altoo
Founded: 2017
Switzerland
altoo.io
BITA Risk:

Company Information

corfinancial
Founded: 1996
United Kingdom
www.corfinancialgroup.com/financial-software-products/bita-risk/
Altoo:

Alternatives

BITA Risk:

Alternatives

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Altoo:
BITA Risk:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Altoo:
BITA Risk:
M2Advisor

M2Advisor

M2Wealth
Altoo:
BITA Risk:
Altoo:

Categories

Family Office Supported
BITA Risk:

Categories

Altoo:

Integrations

No info available.
BITA Risk:

Integrations

No info available.
Altoo:
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BITA Risk:
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