Investor Portal

Improve investor satisfaction with a best-in-class digital experience.

Investor Portal

Improve investor satisfaction with a best-in-class digital experience.

Powerful & highly-customizable dashboard platform for your investors.

Powerful & highly-customizable dashboard platform for your investors.

Investor Portal enables you to create dashboards in minutes, leverage automation, and improve your service to keep investors up-to-date conveniently and securely across any device.

 

LEARN MORE

Showcase Your Brand with White Label Configurability

Investor Portal includes integrated white label support to let you represent your brand (logo, colors, fonts, etc.) in all client interactions, offline and on.​

Deliver Automated Statements by Email

Statements can be generated automatically with a configurable periodicity and sent by email to all your investors.​

Create Personalized Dashboards for Different Kinds of Investors

With BRITech Investor Portal, you can create general investor dashboards for all clients and unique, segmented dashboards that deliver a personalized experience for each type of investor or individual investor.​

SaaS Investment Management with a Difference

Explore the platform that brings efficiency, simplicity and flexibility
to front and back office operations

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

See the case

Subscribe

Stay connected

Schedule a Demo Now!

Schedule a Demo

Schedule a Demo