COR Financial Solutions has announced that a “leading private bank” has become its latest customer for BITA Star, COR-FS’s client risk profiling solution and asset allocation solution for private banks and wealth managers.
Under the terms of the deal, COR says, the customer will initially be deploying the system for use by a significant number of end users across 5 geographic locations. “BITA Star uses a workflow approach and combining asset class level allocation features with reporting capabilities BITA Star delivers institutional levels of investment sophistication within a specifically designed private client methodology,” a press release from the company said.