BRITech: trade blotter, real time positions & cashflows and rebalancing

Trade Order Management

Trade Blotter, Real Time Positions & Cashflows, Rebalancing, Compliance

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

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finance software analytics
  • Complete orders workflow – registration / approval / transference / process
  • Automatic rebalancing instruments
  • Portfolio compliance monitoring in real-time
  • Custom hierarchical structures for any dimensional view (strategy, book, category, industry, issuer)
  • Follow your strategies results from a dashboard or through the reports it generates

Market Standards

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Coverage of multiple asset types (equities, fixed income, funds, derivatives). IBOR, real time positions, cash-flow, Profit & Loss. Allow full integration with main brokers beyond Fix Protocols.

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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  • 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.

    read more →

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

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