Structuring & Compliance

Protect your portfolio management with structuring & compliance integration, monitoring, and automation for shareholders' meetings.

Monitor Your Activity to Ensure Compliance.

BRITech Structuring & Compliance enables you to integrate the governance structuring and compliance of investments under your management, reduce legal and operational risks, and keep track of your portfolios and shareholders.

Portal Highlights

Structuring processes electronic check

Legacy and compliance systems integration without manual intervention

Legal agenda monitoring of investments and their participants

Convey structuring & compliance status at shareholder meetings with automated reporting

Scalability of structuring processes

Complete tracking of registered vehicles and shareholders

Leon Capital

"We recognize that BRITech had great knowledge and experience in the wealth management environment – which meant we would not have the same risk we had with our previous external vendor."

Roberto Barba

Managing Partner

Read Our Customer Success Stories

Explore Our Fully-Integrated Investment Management Modules

THE PLATFORM THAT GROWS WITH YOU

  • Open Finance
  • Customer Success Team
  • Customer Support Team
  • Integração por APIs
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