GPS Investimentos/Julius Baer

“Those who do not have a complete solution like BRITech’s covering processes, mitigating risks, generating efficiency and bringing security to growth will not survive”

Paulo Marchi
Managing Partner

Thousands of portfolios and funds on and off-shore

After an exhaustive selection process that lasted 6 months and involved about 11 Vendors, GPS closed a partnership with BRITech having as decisive factors the business robustness, quality of the executive/operational team, besides being the only Vendor to offer a complete solution Front to Back that allowed the implementation of an STP (Straight Through Processing) process. The modern, modular and scalable architecture of the BRITech/Atlas platform will support the growth of GPS in the coming years, without the need to increase the operational team.

Positive Factors

  • • BRITech’s solution is very user-friendly, has functionalities updated to market and regulatory needs, in addition to having superior performance and response time, providing a reduction of almost 90% of processing times.
  • • With the implementation of the BRITech solution, improvements were possible in the processes that brought great efficiency gains.
  • • The quality and commitment of the BRITech team allocated to the implementation was fundamental for the project’s success.


The Challenge

GPS was looking for a partner who could provide a solution that would generate value for the customer in addition to providing efficiency gains. The first phase of the project went into production and 2 systems have already been replaced. The next phase will allow the replacement of 4 other systems in addition to auxiliary spreadsheets.

The Client

GPS is the largest Multi-Family Office in Brazil, controlling thousands of portfolios and hundreds of on/off-shore funds.

The Solution

Family & Wealth Module

Learn more today!

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

Schedule a Demo

Schedule a Demo