Investor Portal

Give your clients powerful reporting solutions to analyze progress and explore details.

Through dashboards, automation and bots, we offer your clients full support across desktop, tablet, and mobile.

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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

Integrated white label support lets you represent your brand in all client interactions, offline and on.

Create decision-enabling dashboards that tell exactly the story your client needs, driven from our vast library of pre-built display widgets.

In the office or on the go, all dashboards and reports are accessible on desktop, tablet, and mobile displays that keep you up-to-date at all times.

Headlines and Industry Insights

From BRITech and our partners

Blog EN 15/01/2021

The Best FinTech Is Only as Good as Its Customer Support

The year is off to a rapid and chaotic start, with in-office collaboration and face-to-face meetings still on hold.
Market 23/07/2020

How The Investment Management Industry Has Been Impacted By COVID-19

Since the outbreak of COVID 19, the whole world has been shaken up. All industries across the globe have
Market 20/05/2020

The Social Media Guide to Investment Management

Social media is well-known for being an effective and engaging marketing tool. Channels such as Facebook, LinkedIn, Twitter and
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Investor Portal Anywhere. Anytime.

With BRITech, you stay connected to your clients through an intuitive, completely branded portal that includes integrated emailing and chat, scheduled report delivery, and customizable, secure dashboards that keep clients well-informed and up-to-date at all times.

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