Case Study

Building the Environmental, Social and Governance (ESG) Functionality for BITA Wealth

Building the Environmental, Social and Governance (ESG) Functionality for BITA Wealth

BITA Risk partnered with Digiterre to integrate a comprehensive ESG suite into the BITA Wealth solution, empowering investment professionals to capture client preferences, analyze portfolio exposures by ESG and impact factors, and identify risks through advanced modeling and reporting. Digiterre Agility software overcame key barriers in ESG data screening and management—accelerating development, ensuring cutting-edge data engineering, and positioning the product ahead of market demands. This agile platform delivered seamless wealth management integration, real-time risk insights, and scalable analytics, fast-tracking innovation and opening new opportunities for sustainable investing adoption.

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