Wealth managers & advisors
Produce better potential investment outcomes for your clients
- Source quality private investment opportunities
- Digitally connect with fund managers
- Gain a competitive advantage
Alternative assets can help lower market volatility, diversity portfolios and support a unique investment objective with a different risk-return profile compared to public markets. As demand for private markets continues to grow, Bite’s technology and network has created an entire ecosystem empowering wealth managers and advisors. Through our software, the client onboarding and subscriptions process can be managed digitally with automated KYC and AML workflows simplifying the back office, whilst at the same time using a branded portal. The wealth channel is also made accessible for fund managers using Bite Stream.
Join an asset managers’ team, helping them raising money for their fund whilst securely investing on behalf of your clients.
- User-friendly software that enables you to integrate with the manager sites, leaving the creation and management of the material to them
- Monitor all interactions with investors while extracting actionable insight to share with managers as desired
An intuitive investor portal that offers you control of how you market assets, whilst tracking engagement and tailoring client communications for stronger relationships and brand loyalty.
- Fully configurable to match your compliance, reporting and branding standards, whilst allowing for multimedia content
- Compliant audit trail and investor groups ensure investors only see funds suitable to them, keeping you on the right side of regulation
Offer investors transparency throughout their investment journey, starting with a seamless onboarding process and continuing with professional, tailored communications.
- In platform communication tools allow you to manage campaigns and tailor investor communications
- Track investor engagement and satisfaction, focusing efforts where needed
Whether you are investing into managed portfolios, individual funds, direct or secondary deals, Bite Group’s own funds offer a diversified strategy mix to support wider portfolio objectives.
- Enables diversification across private asset classes, managers, strategies, geographies, and fund sizes with one single investment
- Invest as little as $100k (for pre-approved and qualifying investors) in deals that would usually require at least $1m, benefiting from our manager relationships for a high-quality pipeline of investment opportunities
Bite Wealth Universe is the ideal informational site for wealth managers and advisors to find an array of alternative investment fund managers in one place.
- Discover a growing selection of private market firms, including Bite Stream clients and Bite Group’s own regulated investment manager
- Easily filter funds by strategy, style, liquidity, target return and geography based on your investment criteria
Software solutions for wealth managers & advisors
Join the Bite wealth management eco-system
Investor relations & fundraising
Investment lifecycle
Other solutions
Integrated solutions that enhance workflows
01
Highly configurable SaaS platform
Open architecture end-to-end solution, meaning we can seamlessly integrate with other and existing systems.
02
Improved operations
Automates manual processes, contracts and forms reducing errors and enhancing productivity.
03
Better investor experiences
Quicker onboarding, an intuitive digital marketplace and tailored investor communications to drive engagement.
04
Accelerated distribution
Optimizes the entire fund lifecycle and opens access to new pools of investors for faster, more efficient fundraising.
Bite Investments, your trusted technology partner
Unmatched experience
Led by an international team and backed by leading institutions & funds with extensive experience in alternative investments, financial services, and technology.
A global presence
Headquartered in London, UK, with established offices in Asia, Europe, and North America, and clients across all six continents, including Australia, South America and Africa.
Security conscious
SOC 2-compliant, with ongoing product and system reviews, for a robust platform offering data security and reducing risks, keeping client data safe.
History of excellence
Serving the private market community since 2009. We are committed to our clients by bringing innovative solutions to open up and democratize alternative assets.
Learn more about Bite Stream
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