Portfolio and Client Risk Management
Locations served: Global
Who we help: Private Client Investment firms, Private Banks, Wealth Managers, Quant Teams and CIOs.
BITA Risk provides tools to private banks and wealth managers that support client acquisition and retention, through client risk profiling, investment suitability assessment, investment proposal generation and live portfolio monitoring.
BITA Risk provides leading institutional investment houses and CIO Teams around the world with innovative and custom tools for portfolio optimisation, quant strategy research, risk analysis and reporting.
What do our clients think
the BITA project has given investment freedom within a framework adding value to our staff, clients and business. International Private Bank, CEO