Investor Management
Organize your clients and opportunities and stay connected the easy way
Keep Organized. Stay in Touch.
Keep Organized. Stay in Touch.
Our Investor Management module lets you organize your contacts and opportunities in one simple portal and prioritize your interaction to stay in touch easily and efficiently. Organize client profiles, tasks & appointments, leads & contacts, client onboarding, and more.
SaaS Investment Management with a Difference
Explore the platform that brings efficiency, simplicity and flexibility
to front and back office operations
Leon Capital
“We recognize that BRITech had great knowledge and experience in the wealth management environment – which meant we would not have the same risk we had with our previous external vendor.”
Roberto Barba
Managing Partner
See the case