Investor Management

Organize your clients and opportunities and stay connected the easy way

BRITech Investor Management

Keep Organized. Stay in Touch.

Our Investor Management module lets you organize your contacts and opportunities in one simple portal and prioritize your interaction to stay in touch easily and efficiently. Organize client profiles, tasks & appointments, leads & contacts, client onboarding, and more.

  • Built-in KYC

    Complete customer profiles with customizable questions, including KYC. Find relevant information at your fingertips.

  • Client Onboarding

    Leverage our streamlined client onboarding process with a flexible workflow.

  • Opportunity Pipeline Management

    Manage your opportunities through a flexible leads view that can be categorized by stages to enable decision-making.

  • Export & Integration

    All data is exportable to Excel. Calendar management with tasks and appointments can be integrated with Outlook.

  • Event Alerts & Reminders

    Get alerts for events like birthdays, anniversaries, and client reviews with appropriate messages for the occasion.

  • Sales Support

    Flexible configuration to support sales commission for both internal teams and distributors.

Currently, we are going through a complete redesign of the company. We are indeed digitalizing a lot of our operation and implementing new digital channels, using a lot of RPA solutions, and guaranteeing that our clients have the possibility to have better servicing on their own – have better communication with their relationship managers.

Thierry Battistini
CFO | Julius Baer

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Explore Our Fully-Integrated Investment Management Modules

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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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