BITA Risk, part of corfinancial (a leading provider of specialist software and services to the financial services sector), announces today that it has triumphed at the Seventh Annual Family Wealth Report Awards, winning the prestigious Best Compliance Solution Award.
Showcasing best-of-breed providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have demonstrated innovation and excellence during 2019.
The judging panel commented: ‘Built to help educate the client on risk, the winner elevates risk management to a science.’
Commenting on the firm’s triumph, Daryl Roxburgh, President and Global Head: BITA Risk said: “In these difficult and complicated times, it is great to have our passion for doing things right in client risk profiling, suitability and on-going risk management recognized and to have won against major players in the US market. Our belief that the client and advisor must share a common understanding of risk is key to the success over the last 17 years of our risk profiling and suitability compliance solutions. This is known by our clients and now recognized by the FWR judges – well done team BITA!”
ClearView Financial Media’s CEO and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognize the very best operators in the private client industry, with independence, integrity and genuine insight the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.”