BRITech: CRM inside Investment Management Platform

CRM

Client Profiles, Tasks & Appointments, Leads & Contacts, Client Onboarding

A set of features geared towards strengthening the Sales, Marketing, and Client Support functions.

Request demo
finance software analytics
  • Complete customer profiles with customizable questions, including KYC. Find relevant information at your fingertips
  • Client Onboarding process with a flexible workflow
  • Opportunities management: leads categorized by stages in a business book

Intuitive UI

Request demo

Full support for different types of devices (smartphone, tablets) in a responsive interface.

  • Calendar management with tasks and appointments, integrated with Outlook
  • Alerts for events like birthdays, anniversaries, client’s reviews, with appropriate messages for the occasion
  • Flexible configuration to support sales commission (internal and distributors)
  • Data exportable to Excel

More Features
  • Portal

    You can provide your clients with a modern and easy-to-navigate client portal to access their portfolios, view documents and interact with your advisors.

    read more →
  • Billing

    Clients are demanding more clarity and detail on the price of services provided by the adviser. This critical function can become time consuming and error prone.

    read more →
  • Portfolio Management

    This is our flexible and straightforward portfolio accounting component.

    read more →
  • Risk Evaluation

    Automatically updated market data. Analyze your portfolios of funds, consolidating, in real time, the positions of the managers.

    read more →
  • Trade Order Management

    Clients are demanding more clarity and detail on the price of services provided by the adviser. This critical function can become time consuming and error prone.

    read more →

Check out what the best Investment Management Software can do for you

Request demo

Sign up for our
newsletter

×

Request a demonstration

Fill out the form below and we will contact you to schedule a demonstration of our Investment Management solution