BRITech: Multi-currency portfolio management inside a software

Portfolio Management

Cross-Asset Classes, Portfolio Management, Multi-currency, Multi-language, Portfolio Analytics, Reporting

This is our flexible and straightforward portfolio accounting component.

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finance software analytics
  • Comprehensive portfolio management, embracing several types of asset types
  • Full support for bonds corporate events, funds and stocks
  • Flexible fixed income support, including inflation-linked bonds and step-up rates

Performance and Risk

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Performance evaluation different methods: Time Weighted Return, IRR, Modified Dietz. Blended benchmarks for portfolio performance comparison. Composite performance calculations. Some risk measures, such as Sharpe, Sortino, volatility, Tracking error.

  • Short sales/stock loans, including fees
  • Non-financial assets handling, such as real estate
  • Innovative funds look-through

Multi-Currency

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Multi-currency reporting, including nominal and currency gains & losses. Report’s auto conversion for different currencies. Allows different currency portfolios organization.

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.

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  • 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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  • 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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