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Investment operations software

Improving operational efficiencies in the front, middle and back office within asset management firms, asset servicing businesses, third party administrators (TPAs), fund supermarkets, wealth management providers, building and friendly societies, retail banks, small community or regional banks, credit unions, fixed income broker-dealers and correspondent banks.

Powering the future of wealth management, supporting advisors, investment teams and governance divisions. BITA Wealth delivers a better client and advisor experience through improved insight, efficiency, oversight and control.

A post-execution trade processing solution combining matching & confirmation, settlement instruction processing, and failed trade management to meet T+1 settlement needs, today.

Available as a cloud-based, fully managed service, SureVu is your consolidated solution for enforcing settlement discipline within your organisation to be SDR compliant.
A fully integrated investment administration platform for third party administrators (TPAs), fund supermarkets, wealth management providers, building and friendly societies, and retail banks.
A flexible, scalable, efficient fixed-income accounting solution to support financial institutions that have portfolios of instruments of varying complexity.