The Adaptable Investment Management Platform That Grows with Your Business

The Adaptable Investment Management Platform That Grows with Your Business

Whether you need point solutions or a full suite, BRITech's integrated modules offer a flexible approach to meet your unique goals.

CASE STUDY

Julius Baer Streamlines Operations and Enables Sustained Growth with the BRITech Platform

Julius Baer is one of the largest family office organizations in the world. Over the last 100 years, they have brought their focus on wealth management to families worldwide, supported today by over 6000 employees, including 1500 relationship managers, across 25+ countries. See how BRITech played a pivotal role in enabling a transformation in operational efficiency, improved integration, and consolidated IT architecture.

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

THE PLATFORM THAT GROWS WITH YOU

Choose our full suite or select only the modules you need to succeed

Integration to Financial Sources

Customer Success Team

Customer Support Team

API Layer Integration

Leverage an ever-expanding list of integrations

With our integration partner, Flanks, we seamlessly communicate to custodians allowing for a smooth process in safely gathering your customers' data.

Portfolio Management

DATA FLOW

Data Aggregation

DATA FLOW

INVESTOR PORTAL

Create customized dashboards to tell the story your way

Investor Portal enables you to create dashboards in minutes, leverage automation, and improve your service to keep investors up-to-date conveniently and securely across any device.

Tap into our expansive library of customizable financial reporting widgets

INVESTOR MANAGEMENT

A streamlined CRM to help you stay organized and in communication

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.

NEW CLIENT ONBOARDING

Simplify the Know-Your-Client KYC experience with online access

Start with our pre-built KYC approach or create a fully-customized form-driven experience to capture the detail you need from new investor clients. Then seamlessly integrate the results into your investment strategy.

INTEGRATED FINANCIAL PLANNING

The Financial Planning Tool embedded into a CRM

The CRM not only lets you organize your contacts and opportunities into one simple portal, but it comes with its own financial planning tool fully-integrated into the module.

PORTFOLIO MANAGEMENT

Streamline portfolio management with automation & intelligent tools

Reach the next level with our world-class solution offering the best cost-benefit ratio. Leverage automation to create value quickly with built in functionality including commercial management, digital onboarding, automated rebalancing, order management, compliance rules, corporate event calculations, fees calculations, and much more.

FLEXIBLE INVESTMENT MANAGEMENT

Deliver a personalized investor experience

A Platform with the Right Price

While BRITech's platform was designed with all the functionality needed from the largest companies, it is uniquely suited to support the focused needs, and budgets, of smaller and independent firms.

The Customizability to Meet Your Needs

Key to BRITech's design is its full level of customization, from custom fields, to appearance, workflow, dashboards, reporting, communication, onboarding, and much more.

The Flexibility to Grow with Your Business

With our solution, customers have doubled or tripled their capacity and achieved aggressive business growth goals with streamlined solutions that minimize tedious, time-consuming and error-prone workloads.

The Tools to Drive Investor Satisfaction

Stay connected and keep your customers happy with smart reports that are always up to date and available.

Why Choose BRITech?

Why Choose BRITech?

A Platform with the Right Price

While BRITech's platform was designed with all the functionality needed from the largest companies, it is uniquely suited to support the focused needs, and budgets, of smaller and independent firms.

The Customizability to Meet Your Needs

Key to BRITech's design is its full level of customization, from custom fields, to appearance, workflow, dashboards, reporting, communication, onboarding, and much more.

The Flexibility to Grow with Your Business

With our solution, customers have doubled or tripled their capacity and achieved aggressive business growth goals with streamlined solutions that minimize tedious, time-consuming and error-prone workloads.

The Tools to Drive Investor Satisfaction

Stay connected and keep your customers happy with smart reports that are always up to date and available.

Explore how the right reports, decision-enabling dashboards, and intelligent tools can help you drive growth and investor satisfaction.

Schedule a Demo