Wealth Management for the Next Generation: Meeting the Needs of Millennials and Gen Z
Balancing income, consumption, and investments is one of the pillars – and one of the main challenges – of
Balancing income, consumption, and investments is one of the pillars – and one of the main challenges – of
BRITech, a leading investment management technology provider, announces its strategic partnership with 3rd-eyes analytics, a well-respected expert in hyper-personalized
In the bustling UK wealth management market, where approximately 1,300 firms oversee a staggering £1.1 trillion in Assets Under
BRITech, a leading investment management technology provider in Latin America, has announced its partnership with Calastone, the largest global
BRITech was awarded ‘Best Overall Latin America WealthTech Provider & Best Overall WealthTech Provider (Mexico)‘ at The Second Annual
The Wealth Management market now has two global players collaborating to bring a new level of connectivity and flexibility
We are very excited to announce BRITech`s new expansion to France, Belgium and Switzerland. During the first quarter of
Dear customers, We are proud to announce that BRITech, WealthTech with technology solutions for the investment management sector, is
We are deeply honored to be recognized by ClearView Financial Media as winner of the “Overall LATAM WealthTech Provider”
Where does your firm fall on the Digital Migration Curve? For many businesses, client centricity is already the norm.
Market Changes: New Regulations in Latin America
The financial back office is responsible for building a solid, secure and error-free infrastructure.
We are excited to announce BRITech’s latest round of expansion to DACH (Germany, Austria & Switzerland).
With the implementation of Open Banking in Brazil, BRITech will continue working to promote the improvement of integration between
Private Banking industry continues to be one of the most attractive segments of the financial services sector. This is
Part I. In this paper we are going to highlight what it involves when implementing new systems from software
Simplifying Investment Management with SaaS Our CEO, Yuryi Ferber, brought BRITech to Banking CIO Outlook’s magazine! Quoting Yuryi, “being
The year is off to a rapid and chaotic start, with in-office collaboration and face-to-face meetings still on hold.
Looking back at the chaos that 2020 introduced to businesses worldwide, one large challenge stands out — the need
Financial advisors can be exposed to a great deal of stress - that doesn't mean your skills have to
Due to constantly changing regulatory requirements, many financial institutions are shifting towards the cloud due to its ease of
Attracting high net worth individuals can take your firm to the next level. These types of clients are those
The fintech industry is growing each year. With the blink of an eye, we are seeing new and exciting
In order to keep up with client demands, stricter regulations, and project growth, many financial advisors are turning to
In the past, marketing efforts such as cold-calling and traditional advertising may have been effective. However, currently, the online
If you’re a wealth manager, the chances are that your day is jam-packed all throughout. From early morning wake-ups
These days, having an effective and attractive website is just as important as having easily identifiable business cards. Your
Disruption in a business context is innovation that radically alters the way things are done. Often, it’s for the
Social media can be a winning strategy to bring in your top clients and to full your roster -
All the European market is well experienced in investing abroad, meaning buying securities provided by other European countries, or
Since the outbreak of COVID 19, the whole world has been shaken up. All industries across the globe have
Turnkey Asset Management Programs, or TAMPs, can provide a major advantage for investment managers and financial advisors. By the
With so many financial advisors and specialists out there, it is crucial to add maximum value to your clients.
Long before COVID-19 put further pressure on wealth managers to digitise their business, both clients and advisors were seeking
When you think of financial advisors, the chances are that you don’t immediately relate it to artificial intelligence (AI).
In today’s fast-paced and forever evolving economy, it’s becoming increasingly apparent that financial advisors need to broaden their offerings
Running a successful wealth management business doesn’t just lie in your knowledge of the market and investment opportunities. In
Planning for a commission-based earning can cause quite a headache. Although commissions can be sizeable and certainly to the
Social media is well-known for being an effective and engaging marketing tool. Channels such as Facebook, LinkedIn, Twitter and
The Coronavirus has caused an extreme economic fallout that no one could have anticipated. Despite this, panic and anxiety
Although Turnkey Asset Management Platform’s, or TAMP solutions have been a player in the finance industry since the 1980s,
Choosing your investment platform is a big decision. This will make up the base of your operations and business
When it comes to environmental, social, and governance (ESG) goals, it’s often thought that this falls mainly on the
Generating quality leads is a difficult accomplishment regardless of the industry you’re in. Most financial advisors find this particularly
If you’re starting out as a financial advisor, having any type of client is good news. However, to achieve
The use of Artificial Intelligence (AI) has been on the rise worldwide. From home smart devices to the well-known
At the start of 2018, the EU introduced new legislations to make investment funds completely transparent. This is what
Cloud computing is transforming the way the financial world is operating. With an easier way to handle data, financial
These are legitimate arguments, however a more detailed analysis of the idiosyncrasies of each type of derivative and, more
Neither one thing nor the other - this new approach has the potential to change the landscape of investment
Given the tiresome discussion of the best method to evaluate the purchase - or sale - of a stock,
There is no doubt about the importance of technology in the world of finance. In some cases, the lack
The premise of reconciliation is simple. Check one thing against the other; when they match, you are done! Anyone