Blog EN ByVictor FerrarionMarch 03, 2023 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 Read More
Blog EN ByAlexandre Farah DinizonOctober 13, 2022 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 Read More
Blog EN ByAlexandre Farah DinizonMay 10, 2022 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 Read More
Blog EN ByAlexandre Farah DinizonApril 05, 2022 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 Read More
Blog EN ByVictor FerrarionMarch 23, 2022 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” Read More
Blog EN ByAlexandre Farah DinizonSeptember 23, 2021 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. Read More
Blog EN ByAlexandre Farah DinizonAugust 02, 2021 Article – Market Changes: New Regulations in Latin America Market Changes: New Regulations in Latin America Read More
Blog EN ByKleber OliveiraonJuly 12, 2021 Backoffice Finance and Investments: 5 Myths About Outsourcing The financial back office is responsible for building a solid, secure and error-free infrastructure. Read More
Blog EN ByVictor FerrarionJuly 12, 2021 BRITech’s latest round of expansion to DACH We are excited to announce BRITech’s latest round of expansion to DACH (Germany, Austria & Switzerland). Read More
Blog EN ByCarolina SouzaonJuly 12, 2021 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 Read More
Blog EN ByMikhail NassimovonMarch 05, 2021 Private Banking Industry – Looking Ahead Private Banking industry continues to be one of the most attractive segments of the financial services sector. This is Read More
Blog EN ByGer Van NijkerkenonMarch 02, 2021 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 Read More
Blog EN ByYuryi FerberonFebruary 10, 2021 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 Read More
Blog EN ByKleber OliveiraonJanuary 15, 2021 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. Read More
Blog EN ByMarcos PuccinionNovember 24, 2020 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 Read More
Blog EN ByMarcos PuccinionOctober 30, 2020 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 Read More
Blog EN ByPaulo StollaronOctober 27, 2020 Keeping Up with Cloud Compliance Due to constantly changing regulatory requirements, many financial institutions are shifting towards the cloud due to its ease of Read More
Blog EN ByAntonio NerionOctober 23, 2020 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 Read More
Blog EN ByKleber OliveiraonOctober 01, 2020 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 Read More
Blog EN ByKleber OliveiraonSeptember 28, 2020 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 Read More
Blog EN ByMarcos PuccinionSeptember 23, 2020 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 Read More
Blog EN ByAlexandre Farah DinizonSeptember 07, 2020 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 Read More
Blog EN ByAlexandre Farah DinizonAugust 31, 2020 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 Read More
Blog EN ByYuryi FerberonAugust 24, 2020 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 Read More
Blog EN ByKleber OliveiraonAugust 19, 2020 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 - Read More
Blog EN ByRaul TortimaonAugust 18, 2020 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 Read More
Blog EN ByKleber OliveiraonJuly 23, 2020 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 Read More
Blog EN ByAntonio NerionJuly 23, 2020 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 Read More
Blog EN ByAlexandre Farah DinizonJuly 20, 2020 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. Read More
Blog EN ByMikhail NassimovonJuly 10, 2020 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 Read More
Blog EN ByMarcos PuccinionJune 30, 2020 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). Read More
Blog EN ByKleber OliveiraonJune 23, 2020 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 Read More
Blog EN ByMarcos PuccinionJune 03, 2020 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 Read More
Blog EN ByMarcos PuccinionJune 03, 2020 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 Read More
Blog EN ByKleber OliveiraonMay 20, 2020 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 Read More
Blog EN ByYuryi FerberonMay 07, 2020 Preparing for COVID-19 with BRITech’s Wealth Management Software Concerns surrounding COVID-19 have sent the economy into a spin. With the crisis worsening and global markets facing the Read More
Blog EN ByAlexandre Farah DinizonApril 24, 2020 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 Read More
Blog EN ByAntonio NerionApril 15, 2020 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, Read More
Blog EN ByKleber OliveiraonApril 01, 2020 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 Read More
Blog EN ByKleber OliveiraonMarch 28, 2020 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 Read More
Blog EN ByMarcos PuccinionMarch 17, 2020 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 Read More
Blog EN ByMarcos PuccinionFebruary 27, 2020 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 Read More
Blog EN ByMarcos PuccinionFebruary 11, 2020 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 Read More
Blog EN ByMarcos PuccinionFebruary 04, 2020 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 Read More
Blog EN ByMarcos PuccinionJanuary 20, 2020 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 Read More
Blog EN ByRaul TortimaonNovember 11, 2019 Some thoughts on derivatives – Options These are legitimate arguments, however a more detailed analysis of the idiosyncrasies of each type of derivative and, more Read More
Blog EN ByRaul TortimaonNovember 11, 2019 Robo-Advisors and its expectations Neither one thing nor the other - this new approach has the potential to change the landscape of investment Read More
Blog EN ByRaul TortimaonNovember 11, 2019 Considerations on stocks Given the tiresome discussion of the best method to evaluate the purchase - or sale - of a stock, Read More
Blog EN ByRaul TortimaonNovember 01, 2019 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 Read More
Blog EN ByRaul TortimaonNovember 01, 2019 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 Read More
