Structuring & Compliance

Protect your portfolio management with structuring & compliance integration, monitoring, and automation for shareholders' meetings.

Monitor Your Activity to Ensure Compliance.

BRITech Structuring & Compliance enables you to integrate the governance structuring and compliance of investments under your management, reduce legal and operational risks, and keep track of your portfolios and shareholders.

Portal Highlights

Structuring processes electronic check

Legacy and compliance systems integration without manual intervention

Legal agenda monitoring of investments and their participants

Convey structuring & compliance status at shareholder meetings with automated reporting

Scalability of structuring processes

Complete tracking of registered vehicles and shareholders

BRITech is the very center of our business architecture. We believe in the product and in the solution for the future of our operation.

Thierry Battistini
CFO | Julius Baer

Read Our Customer Success Stories

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Aqua Wealth Management

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ASSET MANAGEMENT


Zest Case

Peruvian Fintech, Zest Capital, Leverages Technology to Bring Flexible Investment Strategies to Everyday Investors Zest Capital is a Peruvian …

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JBFO

Julius Baer Streamlines Operations and Enables Sustained Growth with the BRITech Platform Julius Baer is one of the largest

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THE PLATFORM THAT GROWS WITH YOU

Explore Our Fully-Integrated Investment Management Modules

Integration to Financial Sources

Customer Success Team

Customer Support Team

API Layer Integration

See the Difference.

Share your goals, your challenges, and your timeline. Let’s explore how BRITech can bring the right technology and solutions you need to help your business and your clients.

Schedule a Demo