REGISTERED INVESTMENT ADVISORS

The Flexible Platform Your Team Needs, and Your Investors Demand

BRITech is the intuitive investment management platform that lets advisors put client relationships first

Take a closer look at Investor Portal

See how professional reporting and easy dashboard creation,  driven with aggregated portfolio data, lets you create a personalized investor experience.

THE PLATFORM THAT GROWS WITH YOU

Choose our full suite or select only the modules you need to succeed

Leverage an ever-expanding list of integrations

INVESTOR PORTAL

Create customized dashboards to tell the story your way

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.

INVESTOR MANAGEMENT

A streamlined CRM to help you stay organized and in communication

Our Investor Management module lets you organize your contacts and opportunities in one simple portal and prioritize your interaction to stay in touch easily and efficiently. Organize client profiles, tasks & appointments, leads & contacts, client onboarding, and more.

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.

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.

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.

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, Varianza

FLEXIBLE INVESTMENT MANAGEMENT

Deliver a personalized investor experience

A Platform with the Right Price

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.

The Customizability to Meet Your Needs

Key to BRITech's design is its full level of customization, from custom fields, to appearance, workflow, dashboards, reporting, communication, onboarding, and much more.

The Flexibility to Grow with Your Business

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.

The Tools to Drive Investor Satisfaction

Stay connected and keep your customers happy with smart reports that are always up to date and available.

Why Choose BRITech?

Explore how the right reports, decision-enabling dashboards, and intelligent tools can help you drive growth and investor satisfaction.

Schedule a Demo