BRITech - Family Office

Family Offices

In a connected world, it is imperative to have modern, scalable and flexible solutions in order to fulfill all the needs required from demanding family members.

Family Office Value Proposition

  • software for wealth and family offices

    Simplified Workflow

    Forget about spreadsheets and manually tying together information from disparate systems. Our platform is highly customizable and can be tailored to how you want to operate. Simplify workflow and reduce administration overhead with our portfolio accounting functions and our easy-to-understand dashboard. Our robust rebalancing and compliance engine make it a breeze to recompose your portfolio whenever it is needed.

  • software for asset management

    Data Aggregation

    Timely insights depend heavily on being able to collect all the information relating to your family portfolios. By compiling data across multiple sources, including custodians, banks and held away accounts, our platform will consolidate it into a single portfolio, allowing for a centralized view. Information on performance, portfolio deviation, comparison against benchmarks, cash flow and other metrics become readily accessible at your fingertips, either through the dashboard or via our mobile version.

  • software for fund administrators

    Family Structures

    By allowing and automating the process of creating chained family structures, we are able to cross multiple generations and provide detailed information for each household or single entity as needed. Once the family structure has been set, it is straightforward to query information through the dashboard or by specific reports on a case by case basis.

Let our platform digitize your business

Contact our sales team and learn more about BRITech infrastructure services and platform solutions for investment management.