Investor Management

Client Profiles, Tasks & Appointments, Leads & Contacts, Client Onboarding

A set of features geared towards strengthening the Sales, Marketing, and Client Support functions.

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SaaS Investment Management with a Difference

Integration to Financial Sources
Customer Success Team
Customer Support Team
API Layer Integration

Use Cases

What we can do for your business needs

Complete customer profiles with customizable questions, including KYC. Find relevant information at your fingertips

Client Onboarding process with a flexible workflow

Opportunities management: leads categorized by stages in a business book

Data exportable to Excel and calendar management with tasks and appointments integrated with Outlook

Alerts for events like birthdays, anniversaries, client’s reviews, with appropriate messages for the occasion

Flexible configuration to support sales commission (internal and distributors)

What do our customers say?

“Currently, we are going through a complete redesign of the company. We are indeed Digitalizing a lot of our operation and implementing new digital channels, using a lot of RPA solutions and guaranteeing that our clients have the possibility to have better servicing on their own – have better communication with their relationship managers”

Thierry Battistini CFO

Headlines and Industry Insights

From BRITech and our partners

Standard 13/08/2015

Investimentos constantes no Relacionamento com nossos Clientes

É com muita satisfação de anunciamos o sucesso da implantação da área de Client Relationship Management (CRM). Nos últimos
Market 17/03/2020

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
Market 10/07/2020

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
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Investor Management Intuitive UI

Full support for different types of devices (smartphone, tablets) in a responsive interface.

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