Skip to content

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.

Click the FACTSHEET to read now.

Share

resources

Read and download factsheets, brochures and case studies

Our Solution Finder below helps you find the right solution for your firm. If you know the name of the corfinancial product that matches your needs, please click on ‘Product’ and select the appropriate item. If you don’t know which corfinancial product would suit you best, please click on either ‘Market’ or ‘Functionality’ to see which of our solutions matches your type of firm or the specific functionality you are looking for.