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 are pleased to confirm we are a sponsor at the #DKF2018 conference in Munich on 3 May 2018.
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.
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.
We are pleased to be official sponsors at ENGAGE18 to be held at Boca Raton Resort & Club, Florida between April 22-25, 2018.
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 has been nominated for the first time as a finalist in the prestigious New York based Family Wealth Report (FWR) Awards for 2018
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.
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.
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 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 corfinancial’s BITA Monitor to Enhance Risk Oversight on £21.8 Billion of Private Client Assets
BITA risk is pleased to announce that it was honoured yet again at the WealthBriefing European Awards 2017 held at the Guildhall in the City of London last night.
American markets are due to mirror Europe’s settlement period and move to T + 2 towards the end of 2017, the time taken between when a transaction is initiated and when that trade is executed and completed fully.
BITA risk is pleased to announce that it has won its 3rd consecutive Wealth Briefing European Award. At a gala awards dinner held last night at The Guidhall London BITA won best Risk Profiling Solution for 2016. This follows on from it winning the same category in 2015 and Risk Management Solution in 2014.