Integration to Financial Sources
Customer Success Team
Customer Support Team
API Layer Integration
Investor Portal enables you to create dashboards in minutes, leverage automation, and improve your service to keep investors up-to-date conveniently and securely across any device.
One of the most powerful features of the platform, our library of 100s of pre-built financial dashboard and reporting widgets lets you quickly build intuitive, multi-tabbed dashboards that show your team — and your investors — portfolio updates, market trends, allocation details, transactions, and much more. Schedule a demo to see this extensive resource in more detail.
See how professional reporting and easy dashboard creation, driven with aggregated portfolio data, lets you create a personalized investor experience.
Organize client profiles, tasks & appointments, leads & contacts, client onboarding, and more.
The CRM not only lets you organize your contacts and opportunities into one simple portal, but it comes with its own financial planning tool fully-integrated into the module.
Start with our pre-built KYC approach or create a fully-customized form-driven experience to capture the detail you need from new investor clients. Then seamlessly integrate the results into your investment strategy.
Reach the next level with our world-class solution offering the best cost-benefit ratio. Leverage automation to create value quickly with built in functionality including commercial management, digital onboarding, automated rebalancing, order management, compliance rules, corporate event calculations, fees calculations, and much more.
While BRITech's platform was designed with all the functionality needed from the largest companies, it is uniquely suited to support the focused needs, and budgets, of smaller and independent firms.
Key to BRITech's design is its full level of customization, from custom fields, to appearance, workflow, dashboards, reporting, communication, onboarding, and much more.
With our solution, customers have doubled or tripled their capacity and achieved aggressive business growth goals with streamlined solutions that minimize tedious, time-consuming and error-prone workloads.
Stay connected and keep your customers happy with smart reports that are always up to date and available.
