Technology Solutions

For advisors, asset & wealth managers, private banks and fund managers digitising their operations, Bite provides private market technology strategies including turnkey white labelling options and bespoke technology solutions.

Bite's specialist private markets technology solution allows you to compliantly streamline your client onboarding and investment management process. Our technology platform automates the entire investment cycle from client suitability and distribution, through to subscription and reporting in a fully automated way.

Private Market Solutions

Client Onboarding
Distribution
Subscription
Investor Relations
Feeder Fund Services
Client Onboarding
An automated and seamless process of welcoming new clients
Multi-factor Authentication
Centralised Secure Database
Profile Management

Schedule A Demo Today

Interested to understand how our technology solutions could work for you and your organisation? Schedule a live demo with one of our specialists at your convenience. We can learn about your business and specific requirements, answer questions, and review ways Bite can help.

Investment Process

Account Set Up
Investors required to complete a one time account set up, using multi-factor authentication.
Investor Screening
Self-certification and investor suitability questionnaire allows instant access to fund documents only on successful completion.
Digital Marketplace
Investors in the digital marketplace can view fund tombstones and drill down to review/download fund materials. Operations/sales can track investor activity, view fundraising pipeline, review investor suitability data, and make contact through the platform.
Investor
On digital confirmation that the investor has read all the KID documents, all investor data will be mapped into subscription documentation. On the collection of digital signatures, all relevant documentation is automatically sent to the fund administrator for required AML checks. All investor documentation will be held in a centralised encrypted data repository which can be accessed through the investor profile.
Reporting and Investor Relations
Fund reporting is automatically loaded into the platform by the administrator. The portfolio dashboard provides customisable analytics and generates insight for investors. Capital call and distributions notifications are also automated through the platform.

Benefits

Bespoke Technology Solution
Digitalise the investment experience, from investor onboarding through to subscription whilst ensuring the highest levels of compliance
Significantly cut the time and cost required to onboard investors
Streamline document handling and processing, and cut costs with third- party lawyers/administrators
Mitigate regulatory and compliance risks associated with distributing sophisticated products
Manage the fundraising pipeline
Create operational efficiencies that allow you to use internal resources on value-added activities
Access client data in a centralised encrypted data repository which allows for a comprehensive audit trail
Turnkey Solution
Offer clients access to Bite’s exclusive relationships with world-class institutional asset managers
Benefit from our comprehensive research and due diligence process for fund selection
Enhance portfolio risk/return characteristics through adding diverse asset classes
Mitigate regulatory and compliance risks associated with sophisticated products
Significantly cut the time and cost required to onboard investors
Monitor investor activity and optimise client relationship management
Create operational efficiencies that allow you to use internal resources on value-added activities

About Bite

Bite is an online alternative investment platform and asset manager, specialising in alternative markets. We focus on opening up alternative assets and creating tech solutions for our clients, which include asset managers, wealth management firms and HNWIs.

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