Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Transforming the landscape of wealth management, BITA Wealth empowers advisors, investment teams, and governance sectors. By enhancing insight, efficiency, oversight, and control, BITA Wealth creates a superior experience for both clients and advisors. Part of the corfinancial™ group, BITA Risk® manages assets under management exceeding £160 billion. Its award-winning BITA Wealth application serves high and ultra-high net worth wealth managers with cutting-edge software solutions. BITA Wealth equips investment teams, advisors/managers, and governance divisions with essential tools to foster business growth in a regulated environment. Tailored for wealth management firms, broker-dealers, private banks, trust companies, and family offices, BITA Wealth is structured as a series of customizable modules. It features multi-dimensional investor profiling that assesses risk, suitability, and ESG characteristics, systematically aligning these with a firm’s investment offerings. This innovative approach not only streamlines operations but also enhances client satisfaction and trust in the wealth management process.
Description
In the early 2000s, SEI Family Office Services developed an advanced wealth management platform aimed at offering family offices and financial institutions a more cohesive alternative to isolated, single-function technology solutions. This platform, known as the Archway Platform, has proven its longevity and adaptability, simplifying complex processes by integrating essential accounting, investment data aggregation, and reporting tools into one cohesive system. Built upon a robust general ledger, this innovative technology streamlines the generation of accounting records across a wide range of business activities, including both traditional and alternative investment transactions, cash flows, bill payments, fee assessments, and capital distributions, ensuring that your accounting, investment, and administrative teams operate seamlessly within the same interface. Moreover, the built-in reporting capabilities of the Archway Platform enable users to harness detailed underlying data to create thorough and insightful financial reports, enhancing decision-making and strategic planning. Consequently, its design not only improves efficiency but also fosters collaboration among various teams, making it an invaluable asset for those in wealth management.
API Access
Has API
No
API Access
Has API
No
Integrations
Babylon
No
NodeOps
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
corfinancial
Founded
1996
Country
United Kingdom
Website
www.corfinancialgroup.com/financial-software-products/bita-risk/
Vendor Details
Company Name
SEI Family Office Services
Founded
2017
Country
United States
Website
www.archwaytechnology.net/sei-archway-platform
Product Features
Financial Risk Management
Compliance Management
No
Credit Risk Management
No
For Hedge Funds
No
Liquidity Analysis
No
Loan Portfolio Management
No
Market Risk Management
No
Operational Risk Management
No
Portfolio Management
No
Portfolio Modeling
No
Risk Analytics Benchmarks
No
Stress Tests
No
Value At Risk Calculation
No
Product Features
Fund Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Activity Tracking
Yes
Asset Management
Yes
Bank Reconciliation
No
Budgeting & Forecasting
Yes
Compliance Management
No
Donor Management
No
General Ledger
Yes
Partnership Accounting
No
Purchasing & Receiving
No
Hedge Fund
Compliance Management
No
Contact Management
No
Investor Accounting
Yes
Investor Reporting
Yes
P&L Calculation
Yes
Partnership Accounting
Yes
Performance Analysis
Yes
Portfolio Analysis
Yes
Portfolio Management
Yes
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
No
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
No
Risk Management
No