BITA Riskcorfinancial
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Related Products
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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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About
FastTrackr AI is the AI transition engine for wealth management, built to move advisor books in weeks, not months. Purpose-built for advisor transitions and shaped around real operational workflows, it helps firms automate the work that slows repapering, onboarding, account transfers, documentation, CRM updates, and compliance review. It brings transition execution into a single secure workflow, helping teams reduce manual coordination, prevent NIGO issues before submission, and keep every step traceable. FastTrackr AI supports form pre-population from CRM and custodian data, custodian-specific logic, data completeness auditing, and pre-submission validation to reduce rejection delays that can add days or weeks to a transition. It is designed for wealth management operations where one advisor's move can involve hundreds of client accounts, many forms, exception handling, audit records, and supervised communications.
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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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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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Audience
Enterprises searching for an advanced suitability, investment and governance solution
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Audience
Wealth management firms and financial advisors that need to automate advisor transitions, client onboarding, and related operational workflows
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Support
Phone Support
Supported
24/7 Live Support
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Online
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Support
Phone Support
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24/7 Live Support
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Online
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API
Offers API
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API
Offers API
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Pricing
No information available.
Free Version
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Free Trial
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Pricing
No information available.
Free Version
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Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
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Live Online
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In Person
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company Informationcorfinancial
Founded: 1996
United Kingdom
www.corfinancialgroup.com/financial-software-products/bita-risk/
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Company InformationFastTrackr AI
Founded: 2025
United States
fasttrackr.ai/
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Integrations
No info available.
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Integrations
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