BITA Riskcorfinancial
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Related Products
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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.
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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.
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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
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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
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Altoo:
Audience
Trusted wealth advisors wanting a tool to manage their global assets, track performance, automate insights, and collaborate seamlessly on complex wealth management
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BITA Risk:
Audience
Enterprises searching for an advanced suitability, investment and governance solution
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Altoo:
Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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BITA Risk:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Altoo:
API
Offers API
Not Supported
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BITA Risk:
API
Offers API
Not Supported
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Altoo:
Screenshots and Videos |
BITA Risk:
Screenshots and Videos |
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Altoo:
Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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BITA Risk:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Altoo:
Reviews/
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BITA Risk:
Reviews/
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Altoo:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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BITA Risk:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Altoo:
Company InformationAltoo
Founded: 2017
Switzerland
altoo.io
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BITA Risk:
Company Informationcorfinancial
Founded: 1996
United Kingdom
www.corfinancialgroup.com/financial-software-products/bita-risk/
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Altoo:
Alternatives |
BITA Risk:
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Altoo:
Categories |
BITA Risk:
Categories |
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Altoo:
Integrations
No info available.
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BITA Risk:
Integrations
No info available.
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Altoo:
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BITA Risk:
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