Investor Portal

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

  • Create Up-to-Date Investor Dashboards in Minutes

    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.

  • 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.

  • Provide Self-Service Dashboards 24×7

    Investor Portal dashboards are always available and up to date, allowing investors to stay connected and analyze information for any period.

  • Manage Investor Documents

    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.

  • Send Automated Emails for Financial Events

    Configure the portal to send financial information by email such as coupon payments.

  • Deliver Automated Statements by Email

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

  • Add Supporting Analysis in Your Statements

    Share additional information, such as market analysis, through an intuitive text editor (text, tables, etc.).

  • 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.

BRITech is the very center of our business architecture. We believe in the product and in the solution for the future of our operation.

Thierry Battistini
CFO | Julius Baer

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Explore Our Fully-Integrated Investment Management Modules

Trade Order Management
Risk Evaluation
Portfolio Management
Investor Management
Structuring & Compliance
Reporting & Analytics
Investor Portal
Integration to Financial Sources
Customer Success Team
Customer Support Team
API Layer Integration
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Share your goals, your challenges, and your timeline. Let's explore how BRITech can bring the right technology and solutions you need to help your business and your clients.

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