COR Financial Solutions (COR-FS) provides some of the most powerful and flexible portfolio optimisation, risk analysis and management functionality available today through the BITA Risk Solutions range of products, including the BITA Jigsaw range of software components and risk models. The risk models are factor models of hybrid type, combining both specified and statistical factors, providing the most accurate predictions available for portfolio risk, and also allowing attribution of the risk to markets, industries and style factors. Fund managers can undertake highly sophisticated portfolio optimisation and analysis simply and quickly without the need to learn a complex and cumbersome system. The BITA Jigsaw components have been designed in such a way to allow easy integration with complementary third party applications such as eXimius.
Business Architectsâ eXimius, a browser based front office investment management solution, combines Customer Relationship Management with in-depth Portfolio and Compliance analysis, Performance and Risk measurement, Client Reporting and Order Management facilities. It provides a single unified decision support platform for relationship managers, portfolio, compliance and fund managers to control client investments more effectively and efficiently.
"Business Architects is releasing this year enhanced financial planning tools to help advisors automate certain time consuming tasks and free them to spend more time in front of the client â we see the risk and optimisation components from COR as perfect examples of using third party âbest of classâ products to assemble better solutions for our customers under the Business Architects eXimius brand" observed David Wilson UK director.
Chris Brooke, Business Development Director at COR Financial Solutions said: "Business Architects are well known in the market for having one of the most advanced front office solutions in the market today and a prestigious European customer base. The addition of the BITA Optimiser and risk model components to this already powerful offering will allow Business Architects to extend their product offering into an area of functionality increasingly required by wealth managers and their clients".
The COR components will be completely integrated within BAâs eXimius financial planning for investment advisors and managers.
This functionality for the Client advisor helps structure and automate a consistent approach to the processes of new client acquisitions, up selling to existing clients and advice automation. Furthermore it aims to satisfy FSA regulations on KYC and transparency of investment advice.
This new functionality is designed to build client confidence, raise the professionalism of a firm's interaction with clients and satisfy FSA regulations regarding qualification of advice given to investors.