BITA Risk

BITA Risk

corfinancial
+
+

Related Products

  • Allvue
    5 Ratings
    Visit Website
  • FundCount
    13 Ratings
    Visit Website
  • D&B Risk Analytics
    58 Ratings
    Visit Website
  • Sage Intacct
    7,363 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • D&B Finance Analytics
    618 Ratings
    Visit Website
  • Fraud.net
    56 Ratings
    Visit Website
  • Plaid
    114 Ratings
    Visit Website
  • Nexo
    16,077 Ratings
    Visit Website
  • Orion
    15 Ratings
    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

What-if Analysis Manager is an add-in software for Microsoft® Excel® with which you can analyze the data in your spreadsheets, in an automatic, fast and intuitive manner. Based on feedback from our users, we have made important changes compared with former versions. As a result, you will have to re-create with this version the models you created with former versions. We thank you for your understanding, as this will happen only this time and will not happen again in the future. First of all, you have to add inputs and outputs with the Manage Inputs and Manage Outputs tools. Then you can use any of the other tools.

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

Anyone seeking a tool to easily analyze the data in their spreadsheets

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

$69.95/one-time/user
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

Jabsoft
Founded: 2003
Peru
www.jabsoft.com/what_if_analysis_manager/what_if_analysis_manager.htm

Alternatives

WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.

Alternatives

SmartModels

SmartModels

Intuitive Analytics
MoneyWare

MoneyWare

EbixCash
Synario

Synario

PFM Solutions
Prospero Suite

Prospero Suite

FINARTIS

Categories

Categories

Financial Risk Management Features

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

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 What-if Analysis Manager and update features and information
Claim What-if Analysis Manager and update features and information