Information

BITA Risk downloads, opinion and other product information

factsheets

BITA Wealth Profiler

BITA Wealth ESG Manager

BITA Wealth Monitor

BITA Wealth Portfolio Analytics

BITA Wealth Reg-9

brochures

BITA Risk - Key Pain Points of Portfolio Monitoring

BITA Risk - REG-9 Automating for Higher ROI Efficiency & Risk Reduction

case studies

Case Study: Vermeer Partners

Case Study: GHC Capital Markets

Case Study: WH Ireland

Case Study: Charles Stanley

Case Study: Quilter Cheviot

Case Study: Brooks Macdonald

Case Study: Standard Life Wealth

Case Study: James Hambro & Partners

Case Study: Joint Case Study with Digiterre

blog

Regulation 9: From manual burden to automated precision

ESG – Enhancing the client experience

TCFD – The clock is ticking

opinion

BITA Risk – TWM Report – Client Experience

Fiduciary Failures Cost Millions: How the OCC Regulator Enforces Reg-9 Compliance

Turning OCC Regulation 9 Compliance From a Burdensome Chore into a Strategic Advantage

Regulation 9: From manual burden to automated precision

Portfolio risks and suitability – the intelligent anticipation of the unexpected

A central investment proposition – no guarantee of consistency of outcome

Consumer Duty: How to prove it

The differentiation potential within consumer duty

Facing the new monitoring challenges in wealth management: going beyond drift and minding the gap

The clock is ticking on ESG

A common understanding builds client trust in BITA Risk

The four ESG tech traps

BITA Risk - ESG and sustainable investing around the world

BITA Risk - ESG Guide To Investing

BITA Risk - TWM Report - ESG in wealth management

Fiduciary Failures Cost Millions: How the OCC Regulator Enforces Reg-9 Compliance

Turning OCC Regulation 9 Compliance From a Burdensome Chore into a Strategic Advantage

Regulation 9: From manual burden to automated precision

Portfolio risks and suitability – the intelligent anticipation of the unexpected

A central investment proposition – no guarantee of consistency of outcome

Consumer Duty: How to prove it

BITA Risk - ESG and sustainable investing around the world