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Reporting & Analytics

Leverage highly-configurable tools to tell the story your way

Generate intuitive reports and dashboard analytics that convey progress and portfolio details in the way your clients want to see

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Intuitive Reports. On-Demand Analytics.

Our Reporting & Analytics lets you choose from a library of pre-built investment display widgets to quickly create the exactly what you need to share portfolio investment progress and detail with your investor clients. Customize and add your branding and insight to further share your unique value.

  • Tell the Story for Your Clients

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

  • Spotlight Your Brand

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

  • Stay Organized

    Unlimited hierarchical portfolio views for household structures.

  • Avoid the Need for IT Support

    Users can quickly build new reports layouts without the need for custom engineering.

  • Ready-Made Widgets Make Creation Easy

    Choose from numerous data options and graphs when composing dashboards: allocations, absolute and comparative performance, risk measures, trades, holdings, gains & losses.

  • Schedule Reports to Keep Clients Up-to-Date

    Our built-in mail shooter lets you send or schedule report mailings to a group of clients.

  • Stay Connected with Chat

    Integrated webchat lets you instantly communicate with investors.

  • Vault Document Management

    Access our dashboard vault to enable public and private client information management in a single secured place.

  • Export & Distribute

    Transform your dashboard into exportable data in PDF or XLS formats, maintaining the same displayed layout.

  • Accessibility from Anywhere

    Portfolio positions available to investors anytime and anywhere.

  • Several Supported Models Available

    Several information models available to meet the best market practices.

We now have more data to support analyzing the portfolios, which means that we can make more data available to our clients through the website or the mobile applications.

Pablo Garcia Drake
COO | Varianza

Read Our Customer Success Stories

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
See the Difference.

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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