24/11/2020 | By: Marcos Puccini

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 to immediately transition to a remote, distributed workforce that needed to stay connected to each other, and to clients, to keep business operating as normally as possible.

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  • 10 Reasons to Fully-Digitize Your Wealth Advisory

    By: Marcos Puccini

    Looking back at the chaos that 2020 introduced to businesses worldwide, one large challenge stands out — the need to immediately transition to a remote, distributed workforce that needed to stay connected to each other, and to clients, to keep business operating as normally as possible.

    Read more →
  • Get to Know Britech: How Our Technology Can Help You

    07/09/2020 By: Alexandre Farah Diniz

    If you’re a wealth manager, the chances are that your day is jam-packed all throughout. From early morning wake-ups to client meetings, and tedious investment reporting, it’s easy for life to get a little complicated.

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  • Preparing for COVID-19 with BRITech’s Wealth Management Software

    07/05/2020 By: Yuryi Ferber

    Concerns surrounding COVID-19 have sent the economy into a spin. With the crisis worsening and global markets facing the likes of the Great Depression, life as a wealth manager has never been more uncertain. Thankfully, there are a number of SaaS solutions, such as BRITech, to see your clients and business through these trying times. 

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  • How To Tell When It’s Time To Replace Your Investment Platform

    01/04/2020 By: Renato Castro

    Choosing your investment platform is a big decision. This will make up the base of your operations and business performance. Essentially, it’s what will drive your company towards success. However, if it’s limiting your abilities as a wealth manager, it could be the downfall of your hard work.

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