Asset Vantage vs. BITA Risk Comparison


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About Purpose built to provide a consolidated view of a family’s entire net worth. A family office software that offers portfolio reporting without accounting, presents an inadequate view of financial health. We live in a world where U-HNW principals don’t wait for end-of-quarter to ask, “How am I doing?” Where overleveraged real estate doesn’t wait for end-of-month to hemorrhage cash. Where the need to harvest a loss to offset short-term capital gains doesn’t wait for year-end. And where liquidity demands rarely defer to investment timing. In this real-time, data-driven world, financial data that isn’t aggregated, accounted, reconciled, and reported same-day goes stale overnight. Single Family Offices face a unique set of accounting and financial reporting challenges. Our integrated general ledger and portfolio reporting software can help your office run smoothly and efficiently.	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.
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	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
Audience Family offices seeking a tool offering portfolio reporting without accounting	Audience Enterprises searching for an advanced suitability, investment and governance solution
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
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	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

Training Documentation Not Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported
Company Information Asset Vantage Founded: 2011 United States www.assetvantage.com	Company Information corfinancial Founded: 1996 United Kingdom www.corfinancialgroup.com/financial-software-products/bita-risk/
Alternatives FundCount FundCount Americas	Alternatives WealthERP Ampsys Consulting Pvt Ltd.
The Archway Platform SEI Family Office Services	MoneyWare Miles Software (EbixCash)
Asseta Asseta.ai	M2Advisor M2Wealth
SS&C Family Office Services SS&C Technologies	1fs Wealth 1fs
Prospero Suite FINARTIS View All	FamilyWealthGuru FACT Software Group View All
Categories Accounting Supported Family Office Supported General Ledger Supported Reporting Supported	Categories Family Office Supported Financial Risk Management Supported Wealth Management Supported
Show More Features Accounting Features Accounts Payable Supported Accounts Receivable Supported Bank Reconciliation Supported Billing & Invoicing Supported Cash Management Not Supported CPA Firms Supported Cryptocurrency Support Not Supported Expense Tracking Supported Fixed Asset Management Supported Fund Accounting Supported General Ledger Not Supported Government Not Supported Multi-Currency Not Supported Nonprofits Not Supported Payroll Management Not Supported Project Accounting Supported Purchase Orders Not Supported Tax Management Not Supported Reporting Features Customizable Dashboard Not Supported Data Source Connectors Supported Drag & Drop Supported Drill Down Supported Email Reports Not Supported Financial Reports Supported Forecasting Not Supported Marketing Reports Not Supported OLAP Not Supported Report Export Supported Sales Reports Not Supported Scheduled / Automated Reports Not Supported
Integrations Efinity Supported View All 1 Integration	Integrations Efinity Not Supported
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