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.
Investor Portal includes integrated white label support to let you represent your brand (logo, colors, fonts, etc.) in all client interactions, offline and on.
Statements can be generated automatically with a configurable periodicity and sent by email to all your 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.
Investor Portal dashboards are always available and up to date, allowing investors to stay connected and analyze information for any period.
Configure the portal to send financial information by email such as coupon payments.
Create always-up-to-date dashboards for your investors in a few minutes. Using our library of over 200 pre-configured reports, you can quickly drag and drop exactly what you need to build a dashboard in a few clicks.
Share additional information, such as market analysis, through an intuitive text editor (text, tables, etc.).
Leverage an online document repository organized into folders. Upload contracts, invoices, and all kinds of investor documents to let your clients access them at any time. In addition, all statements generated by the platform can be saved in the repository automatically.
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 | Leon Capital
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Integration to Financial Sources
Customer Success Team
Customer Support Team
API Layer Integration
