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BITA Wealth Factsheet: Client Suitability Profiling and Proposals

BITA Wealth has been used to risk profile clients, match their profile to investment propositions and generate proposals since 2003 in Private Banks, Family Offices and Wealth Management firms. Over the last five years it has consistently won best European Risk Profiling Solution Awards and in 2020 the Family Wealth Report’s Best Compliance Solution in New York.

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