BITA Risk and First Rate partner to offer integrated wealth management solution

The partnership focuses on providing best of breed performance, risk and portfolio analysis, and portfolio modelling tools to firms worldwide.

Management of failing trades should be automated

The management of failing trades should be more automated, according to Paul Bowen, senior executive of operations at Corfinancial.

3 more industry awards for BITA Risk at SYSTEMS IN THE CITY 2018

BITA is today pleased to announce it won 3 awards at the annual SYSTEMS IN THE CITY ceremony hosted by Goodacre at the Merchant Taylor’s Hall, 12 July 2018.

The context of risk

Daryl Roxburgh, global head of Bita Risk, is interviewed by International Advisor to explain why context is king in client risk-profiling and investment suitability.

corfinancial and salerio sponsor DKF 2018: See you in Munich!

corfinancial are pleased to confirm we are a sponsor at the #DKF2018 conference in Munich on 3 May 2018.

The undeniable truth of automation and T+1 trade settlement

In this article published by Global Investor our David Veal reviews some key trends following the recent shift to the T+2 standard in the US but points to what is really needed to get to the next target of T+1.

That’s 5 in a row for BITA: Winner at WealthBriefing European Awards

BITA Risk is pleased to announce that it was given a prestigious editor’s award at the WealthBriefing European Awards 2018 held at the Guildhall in the City of London last night.

corfinancial sponsor at EagleEngage18: see you there!

We are pleased to be official sponsors at ENGAGE18 to be held at Boca Raton Resort & Club, Florida between April 22-25, 2018.

Archer integrates salerio solution for post-trade processing

corfinancial, a leading provider of specialist software and services to the Financial Services sector, has supported US outsourcing provider Archer in bringing a number of new clients onto its salerio solution for post-trade processing.

BITA Risk shortlisted for major industry awards in the United States

BITA Risk has been nominated for the first time as a finalist in the prestigious New York based Family Wealth Report (FWR) Awards for 2018

Four time winner: BITA finalist again at WealthBriefing awards

Having won the WealthBriefing European award for best risk profiling and management tool for an unprecedented four years in a row, BITA has now been shortlisted in three categories for 2018: Risk Profiling Solution, Compliance and Portfolio Management.

MiFID II: Still scrambling to the finish line?

In anticipation of the 3 January 2018 deadline, some asset managers will have thoroughly tried and tested systems and procedures in place, but many will have tactical enhancements that barely achieve compliance.

On the move: Our new London headquarters

corfinancial is moving its London headquarters to new premises from 11 December 2017. This is an important next step as we continue to deliver on our multi-year growth plan. Our new offices are situated on the prestigious and historical Cornhill overlooking the Royal Exchange in the City of London.

Eagle Investment Systems and salerio build investment solution

Eagle Investment Systems and corfinancial’s salerio have established an alliance to offer a fully comprehensive centralised post-trade processing solution that provides for full transaction confirmation, settlement messaging and settlement tracking through a single interface for multiple asset classes in international trades.

Quilter Cheviot chooses BITA monitor

Quilter Cheviot Chooses corfinancial’s BITA Monitor to Enhance Risk Oversight on £21.8 Billion of Private Client Assets

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