Audience
Enterprises searching for an advanced suitability, investment and governance solution
About BITA Risk
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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Integrations
No integrations listed.
Company Information
corfinancial
Founded: 1996
United Kingdom
www.corfinancialgroup.com/financial-software-products/bita-risk/
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
Online
BITA Risk Frequently Asked Questions
Q: What kinds of users and organization types does BITA Risk work with?
BITA Risk works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does BITA Risk support in their product?
BITA Risk supports these languages: English.
Q: What kind of support options does BITA Risk offer?
BITA Risk offers support via phone support and online.
Q: What type of training does BITA Risk provide?
BITA Risk provides training in the form of documentation, live online, in person, and videos.
