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investment risk management

 
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bita risk

overview

BITA Risk offers a suite of applications addressing the needs of private wealth managers, investment advisors, asset managers and quant teams around the world in terms of understanding, analysing and reporting on their portfolios to better meet the needs and expectations of their clients. Applications that embrace the investment process of your firm rather than constrain it.

For Private Banks and Wealth Managers
To help support client acquisition and retention, through client suitability and risk profiling, portfolio construction, investment suitability assessment, investment proposal generation and portfolio monitoring against mandate.

For Institutional Investors and CIOs. 
To help meet client requirements through indepth portfolio analysis, risk and return attribution, optimisation, quantitative strategy design, stress testing and reporting.

our product set

 

what our clients think

International Private Bank, CEO

the BITA project has given investment freedom within a framework adding value to our staff, clients and business



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