providing software and advice to the financial services sector around the world.
$4.3tn
Tradable assets and securities handled daily on our software
salerio is the only exception based, fully automated, multi asset, post execution matching and settlement solution
BITA is the only end to end private client suitability application with full risk management that can mirror your investment process
paragon is the fastest and most accurate front-to-back office US fixed income accounting system
a powerful, fully integrated banking solution that provides real-time, multi‑language, multi-currency and multi-branch banking
helps organisations control financial and business risk by assessing the impact of numerous interest rate scenarios and hedging activities
a fully integrated retail investment administration platform for third party administrators, fund supermarkets and wealth management providers
sanctions monitor provides a comprehensive and capable solution to sanctions compliance
corfinancial insights.
A space to share our thoughts, ideas and insights about key issues and trends facing the financial services sector
How paragon works: US fixed income portfolio accounting done properly
Sam Martin, account manager at paragon’s Boston office, sets out how paragon offers a complete, fast and accurate platform to support fixed income treasury operations.
Brooks Macdonald: reporting to the investment committee does not have to be onerous
Brooks Macdonald deployed BITA monitor and BITA star to take away the heaving lifting associated with the regular and rigorous reporting cycles to the Investment committee.
Management of failing trades should be automated.
In an interview with Asset Servicing Times our Paul Bowen argues for the case that failing trades should be automated if they are to reduce risk.
Due diligence and suitability: Getting better outcomes for clients.
The FCA holds that inadequate research and due diligence are 1 of the 3 root causes for poor consumer outcomes. Proper due diligence is therefore vital if retail clients are to be given advice that is suitable.
The 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... (more)
Is it time for security services providers to change?
Have the regulatory, operational and technology demands changed so much that outsource service providers might need to reassess their current delivery platforms?
The context of risk: making investment suitability real
Daryl Roxburgh, global head of Bita Risk, is interviewed by International Advisor to explain why context is king... (more)
2 minute guide to MiFID II, MiFIR, EMIR, interoperability and market access
MiFID II, MiFIR and EMIR are key pieces of regulation that are reshaping the Financial Services landscape across the EU.
The move to T+2 in US post trade settlement
We talk with George Mar who shares his insights and advice about the move to T+2.
US T+2 settlement - buy side impacts - salerio white paper
The proposed US migration to two day settlement by Q3 2017 requires significant preparatory work. However, the anticipated benefits are clear: reduced counterparty risk, lower margin cover and less stringent liquidity demands.
We talk with David Gurr to discuss why suitability matters and the respective roles of Advisory Firms and Discretionary Investment/Fund Managers
2 minute guide to avoiding a “suitability gap”
Suitability is a key tenet that has in large part reshaped how retail financial services and products are distributed in the post-RDR world.
We talk with Angelo Fazio to understand more about the challenges of keeping multi-platform, multi-channel systems safe and secure.
Artorius Wealth: suitability, start ups and gearing for growth
Wealth and asset managers are turning to specialist technology vendors to develop future-proof compliance strategies.
There is much to do to be ready by the 1 January 2018 deadline.
2 minute guide to getting ready for MiFID II
MiFID II will impact not only a very large number of Financial Services firms who operate in the European Union but is likely to have a significant impact on their business and operating models, processes and IT systems.
What are the key systems challenges posed by Liquidity Coverage Ratios?
We talk with Bevin Crodian to consider specifically the changes that are necessary to meet the regulatory requirements of LCRs and the impact of Dodd Frank.
Is Blockchain a disruptive technology that will recast the Financial Services sector by driving profound change through the back office plumbing of the industry?
Wealth management and winning the next generation
We talk with James Brown to discuss how the needs of the next generation differ from those of their predecessors.
2 minute guide to wealth management and winning the next generation
What practical steps can wealth management firms take if they are to win the trust (and business) of the next generation?
Baillie Gifford Selects corfinancial for Global Trade Processing
corfinancial is supporting Baillie Gifford in establishing an end-to-end post-trade operating model.
Hobson takes the helm at corfinancial
corfinancial announces the appointment of Bruce Hobson as CEO, read more in our latest news article.
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.
