BITA Risk at Wealth Report Awards, New York City

Best Compliance Solution - Award Winner 2020

Daryl Roxburgh, President and Global Head: BITA Risk, will be attending the Seventh Annual Family Wealth Report Awards.

BITA Risk is shortlisted in the Compliance category.

The event will be held on Wednesday 18th March 2020 at the Mandarin Oriental, 80 Columbus Circle at 60th Street, New York, New York 10023, USA.

Daryl Roxburgh

Daryl Roxburgh at City of London Wealth Management Awards on 4 March 2020

Colwma Event

Global Head of BITA Risk, Daryl Roxburgh, will be presenting the award for Best Wealth Management Firm at this year’s City of London Wealth Management Awards, organised by Goodacre. BITA Risk is a sponsor of the awards.

COLWMA recognises the high levels of service and quality present in the UK’s Wealth Management sector. These Awards are highly valued and unique as it is the investors themselves who vote to determine the winners in each category.

The event will be held at the Guildhall, Gresham Street in London at 6.30pm. For further information please visit:


Archer ecosystem adds BITA Risk platform from corfinancial

London's Canary Wharf financial district

Corfinancial, a leading provider of specialist software and services to the financial services sector, has been chosen by technology and services innovator Archer to provide Archer’s investment management clients with advanced portfolio and model construction through the integration of corfinancial’s BITA Risk suite of products.

In recent months, Archer has integrated the BITA Wealth solution in the services offered to new and existing Archer clients, seamlessly weaving Model Overlay Management, Portfolio Risk, Style and Factor Analysis together with its existing middle office technology solution. The BITA Risk suite adds the functionality wealth managers require to assess investors’ attitudes and needs related to risk, match that to the firm’s investment offerings, model the proposed portfolio, issue the proposal, and monitor against that proposal.

“Broadening the suite of capabilities available to investment manufacturers through our integrated platform has been an important strategic initiative for us,” said Bryan Dori, Archer CEO. “The BITA integration is one of the ways we’re helping our clients add significant value in their relationships with investors.”

Daryl Roxburgh, Global Head of BITA Risk, said: “Archer is a key player in the US investment management services industry, with a robust suite of services efficiently executed via its premier cloud-based platform. BITA Wealth compliments Archer’s capabilities and adds a significant set of functions for the CIO, Advisor and Compliance and Governance teams within an organisation.”

corfinancial secures awards double with BITA Risk system


corfinancial, a leading Boston provider of specialist software and services to the financial services sector, announces today that it has won two categories at the WealthBriefing European Awards 2019 with its BITA Risk private client solutions.

The BITA Risk team secured the honors for ˜Best risk profiling solution (for the fifth year in a row). The shortlist for this years risk profiling award was fiercely contested – BITA Wealth Profiler ultimately triumphed with its ability to make the client mandate a living document rather than a static filed paper, embedding it within the daily management of the client portfolio.

BITA Wealth Monitor was also awarded the ˜Best implementation of a technology solution trophy for its successful deployment of BITA Wealth Monitor for Quilter Cheviot. Daryl Roxburgh, Global Head, BITA Risk said: BITA Wealth Monitor provides investment managers with an extensive overview of their portfolios and helps in addressing any issues easily and efficiently, within an automated process.

My team has moved from a labor-intensive monthly monitoring cycle to getting the information they and our investment managers need to see every day, said Nick Herbert, Head of Investment Risk at Quilter Cheviot.

About BITA Risk

With client AUM in excess of $212bn, BITA Risk is the leading provider of integrated Private Client suitability profiling, portfolio management, risk and monitoring applications in the HNW and UHNW sectors. It gives managers freedom within a framework to construct and manage portfolios in the context of risk, policy and mandate, so they achieve suitability whilst delivering control and transparency to management.

Through partners in the BITA eco-system, our clients can access market leading GIPS compliant performance and attribution, Financial Planning tools and Business Process Outsourcing in the USA and UK.

BITA Risk Fintech Software

BITA Risk and First Rate partner to offer integrated wealth management solution

Finance software

BITA Risk, a leading provider of wealth management solutions to the financial services marketplace, today announced a strategic partnership with First Rate to provide enhanced performance, ex-post and ex-ante risk and portfolio analysis, and portfolio modelling tools to the wealth management sector.  The partnership will enable First Rate’s  ex-post performance, risk and attribution data in addition to client reporting to be accessed through BITA Risk’s portfolio management solution, BITA Wealth, and for that application to be available to First Rate’s clients through their current channels.

“We believe that it will be a step change to be able to bring the opportunity of full GIPS compliant performance analysis to our clients,” said Daryl Roxburgh, Global Head of BITA Risk. “The combination of First Rate’s ex-post and BITA Risk’s ex-ante gives the manager a clear view of where their clients have been and where they are going, together with BITA Risk’s portfolio analytics to help them understand why.”

Partnership highlights:

  • BITA Risk clients will be able to seamlessly generate a full range of performance and client reporting statements through BITA Wealth leveraging the real-time First Rate APIs.
  • First Rate clients who adopt BITA Wealth through the First Rate platform will gain access to powerful ex-ante analytics and ‘what if’ analysis, risk profiling, proposal generation, pre-trade compliance, portfolio monitoring against IPS, policy or model in an enterprise view.
  • Both sets of clients will be able to analyse and Monitor at client and enterprise level, ex-post performance, risk and analytics calculated by First Rate, within the BITA Wealth user experience.

“Firms will be able to access our combined solution through First Rate service bureau or other outsourced providers, First Rate managed hosting service, or via a deployed solution, catering to the firm’s individual needs,” said Deborah Repak, Managing Director of Global, First Rate. “We are already working together on our first mutual client and see a great opportunity in bringing First Rate and BITA Risk platforms together in a way that benefits wealth management professionals.”

The strategic partnership with First Rate builds further the BITA Risk ecosystem as it integrates data and services from leading providers into its multi-award winning innovative wealth management application.  BITA Risk’s strategy is to deliver industry leading client, investment, risk management and monitoring solutions to the manager and the enterprise. 

Contact First Rate today to learn more about the partnership between First Rate and BITA Risk. For more information about First Rate, please visit

About First Rate

First Rate exists to help wealth management companies grow and thrive as stewards of their client’s investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world. For BITA Clients: First Rate currently provides services to over 500 firms with $2tr AUM. 

You can learn more about First Rate here.

About BITA Risk

BITA Risk is a leading provider of specialised wealth management risk and suitability management software tools and is part of the London headquartered financial services software group, corfinancial.

You can learn more about BITA Risk here.

BITA Risk Fintech Software