REGISTERED INVESTMENT ADVISORS
BRITech is the intuitive investment management platform that lets advisors put client relationships first
Leverage an ever-expanding list of integrations
Leverage an ever-expanding list of integrations
With our integration partner, Flanks, we seamlessly communicate to custodians allowing for a smooth process in safely gathering your customers’ data.
INVESTOR MANAGEMENT
A streamlined CRM to help you stay organized and in communication
Organize client profiles, tasks & appointments, leads & contacts, client onboarding, and more.
- Organize your investor clients (and future clients)
- Easily stay in touch and keep investors up to date at all times
- Add custom fields to capture the investor information you need
INTEGRATED FINANCIAL PLANNING
The Financial Planning Tool embedded into a CRM
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.
- Seamlessly link to investor portfolios, forecasts, and dashboards
- Rebalance investor portfolios
- Monitor compliance
NEW CLIENT ONBOARDING
Simplify the Know-Your-Client KYC experience with online access
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.
- Streamline new client data acquisition
- Configure settings and adjust to match investor preferences
- Fully customizable to adapt to your workflow needs
PORTFOLIO MANAGEMENT
Streamline portfolio management with automation & intelligent tools
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.
- Create proposals to match investor strategy and achieve their goals
- Compare changes against the main portfolio or another model
- Easily rebalance, then send trades to a broker or trade blotter
FLEXIBLE INVESTMENT MANAGEMENT
Deliver a personalized investor experience
- Choose from 200+ cutting-edge report plugins to tell the investment story your way
- Customize views to match your brand
- Present professional and intuitive dashboards that allow investors to explore performance
Create customized dashboards to tell the story your way
Personalize dashboards for different investors
Drag & drop over 200 pre-configured dashboard modules
Showcase your brand with white label configurability
Why Choose BRITech?
- A Platform with the Right Price
- The Customizability to Meet Your Needs
- The Flexibility to Grow with Your Business
- The Tools to Drive Investor Satisfaction
SaaS Investment Management with a Difference
Explore the platform that brings efficiency, simplicity and flexibility
to front and back office operations
What do our customers say?
Varianza
“We now have more data to support analyzing the portfolios, which means that we can make more data available to our clients through the website or the mobile applications.”
Pablo García-Drake
COO”
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