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.
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
BRITech contributes to increased productivity and process optimization at Aqua Wealth Management Aqua Wealth Management is an asset management …
Peruvian Fintech, Zest Capital, Leverages Technology to Bring Flexible Investment Strategies to Everyday Investors Zest Capital is a Peruvian …
Julius Baer Streamlines Operations and Enables Sustained Growth with the BRITech Platform Julius Baer is one of the largest
…
Integration to Financial Sources
Customer Success Team
Customer Support Team
API Layer Integration