Portfolio Management

Modernize your operation with efficiency and scalability that improves your competitive edge and your client satisfaction

Portfolio Management

Modernize your operation with efficiency and scalability that improves your competitive edge and your client satisfaction

Modernize Your Value Chain.

Modernize Your Value Chain.

Reach the next level with our world-class solution offering the best cost-benefit ratio. Our built-in capabilities and features let you leverage automation to create value quickly.

Commercial Management

The features you and your team need to manage and follow the development of business opportunities. Fees for internal and external advisors are calculated automatically.

Digital Onboarding

We take a holistic view towards client engagement and data collection with features to deliver a simple and personalized onboarding experience covering profiling, KYC, AML, and more.

Investor Relationship Management

Streamline and manage all communications with your investors with centralized investor information.

SaaS Investment Management with a Difference

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

Zest Capital

“We are very comfortable with the architecture we have now. The backend, all-in-one solution that was developed for us by the BRITech team last year helps us to centralize data and send data to all of the platforms that we use by API connections. This ultimately lets our client interaction be faster and friendlier, helping us drive customer loyalty.”

Eduardo Gálvez

CCO and Co-Founder

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