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.
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.
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.
Streamline and manage all communications with your investors with centralized investor information.
Leverage our built-in automated rebalancing capabilities, generating orders (buys and sells) for all your portfolios.
Execute your orders from the BRITech platform and get real-time monitoring. Receive and allocate the confirmation automatically.
Powerful and flexible engine to configure all your compliance rules, letting you activate workflows and alerts.
Automate all your fees rules and perform all the related calculations automatically.
Gain efficiency by automating data capture from any data provider, such as custodians or price feeders. BRITech integrates via API with many solutions, simplifying your process.
Use an intuitive drag and drop interface to build a data visualization. Create dashboards in minutes with our 200+ pre-built specialized report widgets. All reports are configurable to let you share your unique corporate brand and value.
Powerful engine to perform valuation with several methodologies. Very good performance: more than 1000 portfolios in less than 10 minutes.
Load positions from custodians, including corporate events, leveraging BRITech’s data aggregation capabilities. Or, configure all assets and let BRITech calculate all corporate events and positions. Interests, coupons, etc. will be automatically calculated and reflected in the portfolios. You can then reconcile positions against your custodians.
BRITech was built with maximum flexibility to configure the ideal solution to deliver the best value for your collaborators and clients. Multi-language, multicurrency, flexible portfolios structures, support alternative assets, and more.
Eduardo Gálvez
CCO and Co-Founder | Zest Capital
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Integration to Financial Sources
Customer Success Team
Customer Support Team
API Layer Integration
