Companies choose BRITech for its breadth of platform functionality, hands-on support team, industry-leading customer satisfaction, unparalleled configurability, and flexible deployment models.
Our solution fully supports the needs of both front and back office operations.
As a complete solution with open-ended configurability, BRITech is likely to be the last platform you’ll ever need.
Unlike competing platforms which place online facades over aging back-end infrastructure, BRITech was “born digital” and was designed from day one to provide the modern online and branded mobile experience demanded by both you and your clients.
Our solution is customer-driven, with ongoing input guiding our technology roadmap and the latest proven technologies and evolving wealth management needs continuously incorporated into the design.From Rebalancing to Trade Order Management, Risk Assessment to CRM, and much more, BRITech is a complete wealth management suite.
We are always there for you, responsive to your needs and ready to deliver the exact wealth management experience you need to be successful. Our highly-responsive and deeply-experienced customer service team works closely with you to ensure that you get all the functionality, integration, visibility, reporting, and communication you need to grow your businesses and strengthen your relationships with your clients.
With BRITech, you stay connected to your clients through an intuitive, completely branded portal that includes integrated emailing and chat, scheduled report delivery, and customizable, secure dashboards that keep clients well-informed and up-to-date at all times.
Our solution is built as a suite of seamlessly integrated modules which ensures that you have everything you need in one place and nothing gets lost in translation. From custodian data and trades, to dashboards and customer reports, you get consistent flow of financial information and clear, accessible reporting that matches your online dashboards to accomplish your goals or support your clients’ needs.
BRITech’s streamlined displays are designed to emphasize only the information needed to analyze the current financial picture and enable strategic decision-making. While full detail is always available, this streamlined view of financial information is a welcome difference that avoids information overload. Choose from a large library of highly-configurable display widgets to create the exact dashboards and reports you and your clients desire.
Schedule a demo and explore how the right reports, decision-enabling dashboards, and intelligent tools can help you drive growth and investor satisfaction.