Wealth Management for the Next Generation: Meeting the Needs of Millennials and Gen Z
Balancing income, consumption, and investments is one of the pillars – and one of the main challenges – of
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Read More BRITech and 3rd-eyes analytics partners to revolutionize Wealth Planning Solutions
BRITech, a leading investment management technology provider, announces its strategic partnership with 3rd-eyes analytics, a well-respected expert in hyper-personalized
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Read More Enhancing Wealth Management with BRITech’s Comprehensive Solutions
In the bustling UK wealth management market, where approximately 1,300 firms oversee a staggering £1.1 trillion in Assets Under
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Read More BRITech and Calastone announce partnership to facilitate offshore fund distribution in Brazil
BRITech, a leading investment management technology provider in Latin America, has announced its partnership with Calastone, the largest global
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Read More BRITech Named “Overall LATAM WealthTech Provider” for the second year!
BRITech was awarded ‘Best Overall Latin America WealthTech Provider & Best Overall WealthTech Provider (Mexico)‘ at The Second Annual
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Read More BRITech and Flanks Partner to Provide Open-Ended Connectivity and Configurability to Wealth Management Tech
The Wealth Management market now has two global players collaborating to bring a new level of connectivity and flexibility
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Read More BRITech announces the new operations in French Speaking Europe
We are very excited to announce BRITech`s new expansion to France, Belgium and Switzerland. During the first quarter of
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Read More BRITech acquires majority shareholding in ABS – Asset Banking System
Dear customers, We are proud to announce that BRITech, WealthTech with technology solutions for the investment management sector, is
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Read More BRITech Named “Overall LATAM WealthTech Provider”
We are deeply honored to be recognized by ClearView Financial Media as winner of the “Overall LATAM WealthTech Provider”
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Read More Digital Delivery and Client Centricity are Must-Haves for 2021 and Beyond
Where does your firm fall on the Digital Migration Curve? For many businesses, client centricity is already the norm.
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Read More Article – Market Changes: New Regulations in Latin America
Market Changes: New Regulations in Latin America
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Read More Backoffice Finance and Investments: 5 Myths About Outsourcing
The financial back office is responsible for building a solid, secure and error-free infrastructure.
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Read More BRITech’s latest round of expansion to DACH
We are excited to announce BRITech’s latest round of expansion to DACH (Germany, Austria & Switzerland).
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Read More News in Open Banking Brazil and Investment Fund Management
With the implementation of Open Banking in Brazil, BRITech will continue working to promote the improvement of integration between
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Read More Private Banking Industry – Looking Ahead
Private Banking industry continues to be one of the most attractive segments of the financial services sector. This is
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Read More Areas to consider when implementing new solutions
Part I. In this paper we are going to highlight what it involves when implementing new systems from software
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Read More Trends in Global Wealth Management Industry
Simplifying Investment Management with SaaS Our CEO, Yuryi Ferber, brought BRITech to Banking CIO Outlook’s magazine! Quoting Yuryi, “being
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Read More The Best FinTech Is Only as Good as Its Customer Support
The year is off to a rapid and chaotic start, with in-office collaboration and face-to-face meetings still on hold.
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Read More 10 Reasons to Fully-Digitize Your Wealth Advisory
Looking back at the chaos that 2020 introduced to businesses worldwide, one large challenge stands out — the need
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Read More How You Can Be a Better Financial Advisor
Financial advisors can be exposed to a great deal of stress - that doesn't mean your skills have to
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Read More Keeping Up with Cloud Compliance
Due to constantly changing regulatory requirements, many financial institutions are shifting towards the cloud due to its ease of
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Read More What High Net Worth Individuals Want From Financial Advisors
Attracting high net worth individuals can take your firm to the next level. These types of clients are those
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Read More The Hottest Fintech Companies in 2020
The fintech industry is growing each year. With the blink of an eye, we are seeing new and exciting
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Read More How Technology Is Impacting The Asset Management Industry
In order to keep up with client demands, stricter regulations, and project growth, many financial advisors are turning to
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Read More 5 Digital Marketing Strategies to Bring in New Clients
In the past, marketing efforts such as cold-calling and traditional advertising may have been effective. However, currently, the online
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Read More Get to Know Britech: How Our Technology Can Help You
If you’re a wealth manager, the chances are that your day is jam-packed all throughout. From early morning wake-ups
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Read More How to Create a Winning Website for Your Financial Firm
These days, having an effective and attractive website is just as important as having easily identifiable business cards. Your
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Read More How Wealth Managers Can Embrace Digital Disruption Within the Investment World
Disruption in a business context is innovation that radically alters the way things are done. Often, it’s for the
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Read More LinkedIn for Financial Advisors: The How-to Guide
Social media can be a winning strategy to bring in your top clients and to full your roster -
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Read More An investment comparison: US x Europe
All the European market is well experienced in investing abroad, meaning buying securities provided by other European countries, or
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Read More How The Investment Management Industry Has Been Impacted By COVID-19
Since the outbreak of COVID 19, the whole world has been shaken up. All industries across the globe have
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Read More When is it the Right Time to Upgrade Your TAMP?
Turnkey Asset Management Programs, or TAMPs, can provide a major advantage for investment managers and financial advisors. By the
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Read More How to Bring Advisor Value to Your Financial Planning
With so many financial advisors and specialists out there, it is crucial to add maximum value to your clients.
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Read More Achieving Digital Excellence – Wealth Management Playbook
Long before COVID-19 put further pressure on wealth managers to digitise their business, both clients and advisors were seeking
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Read More How AI Can Help Advisors Become More Proficient
When you think of financial advisors, the chances are that you don’t immediately relate it to artificial intelligence (AI).
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Read More What Are SMA’s And How Can They Benefit Your Firm?
In today’s fast-paced and forever evolving economy, it’s becoming increasingly apparent that financial advisors need to broaden their offerings
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Read More 8 Key Attributes Of A Successful Portfolio Manager
Running a successful wealth management business doesn’t just lie in your knowledge of the market and investment opportunities. In
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Read More How to Move from Being a Commission-Based to a Fee-Based Advisory Firm
Planning for a commission-based earning can cause quite a headache. Although commissions can be sizeable and certainly to the
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Read More The Social Media Guide to Investment Management
Social media is well-known for being an effective and engaging marketing tool. Channels such as Facebook, LinkedIn, Twitter and
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Read More How Investment Managers Can Guide Their Clients Through Market Volatility
The Coronavirus has caused an extreme economic fallout that no one could have anticipated. Despite this, panic and anxiety
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Read More What is a TAMP and How Do They Work?
Although Turnkey Asset Management Platform’s, or TAMP solutions have been a player in the finance industry since the 1980s,
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Read More How To Tell When It’s Time To Replace Your Investment Platform
Choosing your investment platform is a big decision. This will make up the base of your operations and business
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Read More Why Every Investment House Needs An ESG Strategy
When it comes to environmental, social, and governance (ESG) goals, it’s often thought that this falls mainly on the
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Read More 8 Lead Generation Tips For Investment Managers
Generating quality leads is a difficult accomplishment regardless of the industry you’re in. Most financial advisors find this particularly
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Read More How To Land High Net Worth Investors
If you’re starting out as a financial advisor, having any type of client is good news. However, to achieve
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Read More The Rise Of Robo Advisors In Wealth Management
The use of Artificial Intelligence (AI) has been on the rise worldwide. From home smart devices to the well-known
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Read More MiFID II and PRIIPs: A Breakdown Of The Latest European Regulations For Asset Managers
At the start of 2018, the EU introduced new legislations to make investment funds completely transparent. This is what
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Read More Why Wealth Managers Are Taking Big Data To The Cloud
Cloud computing is transforming the way the financial world is operating. With an easier way to handle data, financial
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Read More Some thoughts on derivatives – Options
These are legitimate arguments, however a more detailed analysis of the idiosyncrasies of each type of derivative and, more
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Read More Robo-Advisors and its expectations
Neither one thing nor the other - this new approach has the potential to change the landscape of investment
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Read More Considerations on stocks
Given the tiresome discussion of the best method to evaluate the purchase - or sale - of a stock,
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Read More Modeling a system for managing options
There is no doubt about the importance of technology in the world of finance. In some cases, the lack
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Read More We’re reconciled. Why Is My Performance Wrong?
The premise of reconciliation is simple. Check one thing against the other; when they match, you are done! Anyone
