BERWYN, PA — 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, “and 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 organization.”
Source: Archer, 801 Cassatt Road, Suite 212, Berwyn PA 19312
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