SoftPak Financial Systems
Tax-aware rebalancing, reporting and billing software for RIAs, family offices and enterprise investment firms.
- RIAs
- Family offices
BITA
Index construction, calculation and direct indexing technology for asset managers, wealth managers and ETF sponsors
Frankfurt, HE, DEFounded 2018bitadata.comNot yet confirmed by the company
What it does
BITA is an index and investment technology company serving asset and wealth managers, ETF sponsors, exchanges and trading platforms that want to design custom indexes or personalized portfolios without building the infrastructure themselves.
Its BITACore platform is a cloud tool for building investment universes, customizing and tilting existing strategies, setting index rulebooks and backtesting, with views of return, risk, style and ESG exposure and no coding required. BITA also calculates and administers indexes, offers indexing APIs, and supplies thematic, ESG, factor and classification datasets. The company presents BITACore as a base for direct indexing programs, and asset managers such as 2ndVote Advisers have used it to develop ETF and SMA products.
BITA was established in 2018. BITA GmbH is registered in Frankfurt, Germany, with offices in New York (Long Island City) and Hong Kong. Pricing is not published.
Best for
- Serves
- Asset managers
Features
- Custom index construction
- Index calculation and administration
- Direct indexing infrastructure
- Strategy backtesting
- Thematic, ESG and factor datasets
- Indexing APIs
Pricing and deployment
- Deployment
- Cloud
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