Our modules can cover the lifecycle of a client portfolio from suitability assessment, through initial portfolio build and proposal to ongoing management, risk analysis and monitoring.

BITA Wealth can provide either an end-to-end solution or key modules to complete your existing solution stack.

BITA Wealth is a suite of modules built to meet the needs of private wealth and investment management firms and integrate with your core systems. These modules use our risk and factor models, client profiling questionnaire, portfolio construction, analytics, ESG, reporting and monitoring functions to deliver a series of benefits across the firm.

Each module can be deployed either on its own or combined with elements of the others to build a robust process.