BITA Risk

BITA Risk

corfinancial
+
+

Related Products

  • Nexo
    18,395 Ratings
    Visit Website
  • FreshBooks
    5,506 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Sage Intacct
    8,532 Ratings
    Visit Website
  • D&B Risk Analytics
    80 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • D&B Finance Analytics
    798 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • D&B Credit Insights
    Visit Website

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.

About

Discover thousands of sustainable investment opportunities across different asset classes. Invest in what you are passionate for or care about. Macroaxis is a sophisticated yet simple to use personalized wealth optimization service that delivers measurable value in the form of improved return on investment portfolios of self-guided and socially-responsible investors. Our platform enables investors to generate efficient long-term portfolios in any economic environment across multiple markets. Our technology is based on both traditional and evolving trends in fintech to empower investors with the most affordable digital wealth advisory service. Enjoy unlimited access to our highly scalable wealth optimization engine by joining over 100,000 satisfied investors who build over 20,000,000 optimal portfolios with Macroaxis.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises searching for an advanced suitability, investment and governance solution

Audience

Investors in need of a portfolio optimization platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Macroaxis
Founded: 2006
United States
www.macroaxis.com

Alternatives

WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
M2Advisor

M2Advisor

M2Wealth
Apex AscendOS

Apex AscendOS

Apex Fintech Solutions
Fusion Invest

Fusion Invest

Finastra
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

No info available.

Integrations

No info available.
Claim BITA Risk and update features and information
Claim BITA Risk and update features and information
Claim Macroaxis and update features and information
Claim Macroaxis and update features and information