BRITech: Investment Management with client access reporting analysis

Portal, Reporting & Analytics

Client Access Reporting Analysis

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.

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finance software analytics
  • Portfolio positions available to investors at anytime and anywhere
  • Users can quickly build new reports layouts without the need for custom engineering
  • Several information models available to meet the best market practices
  • Break one portfolio into sub-portfolio views

Plain Communication

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Our solution offers a built-in mail shooter to send or schedule report mailings to a group of clients, a webchat to instantly communicate with investors and a Dashboard vault to enable public and private client’ information management in a single secured place.

  • Numerous data options, including graphs, when composing a dashboard – allocations, absolute and comparative performance, risk measures, trades, holdings, gains & losses
  • Transform your dashboard into exportable data, in PDF and XLS formats, maintaining the same displayed layout
  • Unlimited hierarchical portfolio views for household structures

Intuitive UI

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Adaptive Brand Identity allows for configuration of color palettes and logo-images. Full support for different types of devices (smartphone, tablets) in a responsive interface. Easy to use with a fast learning curve.

More Features
  • 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.

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  • CRM

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

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  • Portfolio Management

    This is our flexible and straightforward portfolio accounting component.

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  • Risk Evaluation

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

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  • 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.

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

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