{"id":17596,"date":"2022-04-26T18:16:27","date_gmt":"2022-04-26T21:16:27","guid":{"rendered":"https:\/\/britech.global\/?page_id=17596"},"modified":"2025-09-10T07:53:55","modified_gmt":"2025-09-10T10:53:55","slug":"britech-for-investment-advisors","status":"publish","type":"page","link":"https:\/\/britech.global\/en\/britech-for-investment-advisors\/","title":{"rendered":"BRITech Investment Management for Investment Advisors"},"content":{"rendered":"<h6>REGISTERED INVESTMENT ADVISORS<\/h6>\n<h1>The Flexible Platform Your Team Needs, and Your Investors Demand<\/h1>\n<h2>BRITech is the intuitive investment management platform that lets advisors put client relationships first<\/h2>\n<h4>THE PLATFORM THAT GROWS WITH YOU<\/h4>\n<h2>Choose our full suite or select only the modules you need to succeed<\/h2>\n<p><a href=\"https:\/\/britech.global\/en\/functionalities\/trade-order-management\/\"><br \/>\n<!-- Shape --><\/a><\/p>\n<p><!-- Label --><\/p>\n<p style=\"text-align: center;\">Trade Order Management<\/p>\n<p><a href=\"https:\/\/britech.global\/en\/functionalities\/risk-evaluation\/\"><br \/>\n<!-- Shape --><\/a><\/p>\n<p><!-- Label --><\/p>\n<p style=\"text-align: center;\">Risk Evaluation<\/p>\n<p><a href=\"https:\/\/britech.global\/en\/functionalities\/portfolio-management\/\"><br \/>\n<!-- Shape --><\/a><\/p>\n<p><!-- Label --><\/p>\n<p style=\"text-align: center;\">Portfolio Management<\/p>\n<p><a href=\"https:\/\/britech.global\/en\/functionalities\/investor-management\/\"><br \/>\n<!-- Shape --><\/a><\/p>\n<p><!-- Label --><\/p>\n<p style=\"text-align: center;\">Investor Management<\/p>\n<p><a href=\"https:\/\/britech.global\/en\/functionalities\/structuring-compliance\/\"><br \/>\n<!-- Shape --><\/a><\/p>\n<p><!-- Label --><\/p>\n<p style=\"text-align: center;\">Structuring &amp; Compliance<\/p>\n<p><a href=\"https:\/\/britech.global\/en\/functionalities\/reporting-analytics\/\"><br \/>\n<!-- Shape --><\/a><\/p>\n<p><!-- Label --><\/p>\n<p style=\"text-align: center;\">Reporting &amp; Analytics<\/p>\n<p><a href=\"https:\/\/britech.global\/en\/functionalities\/investor-portal\/\"><br \/>\n<!-- Shape --><\/a><\/p>\n<p><!-- Label --><\/p>\n<p style=\"text-align: center;\">Investor Portal<\/p>\n<p><!-- Shape --><\/p>\n<p><!-- Label --><\/p>\n<p style=\"text-align: center;\">Integration to Financial Sources<\/p>\n<p><!-- Shape --><\/p>\n<p><!-- Label --><\/p>\n<p style=\"text-align: center;\">Customer Success Team<\/p>\n<p><!-- Shape --><\/p>\n<p><!-- Label --><\/p>\n<p style=\"text-align: center;\">Customer Support Team<\/p>\n<p><!-- Shape --><\/p>\n<p><!-- Label --><\/p>\n<p style=\"text-align: center;\">API Layer Integration<\/p>\n<h2>Leverage an ever-expanding list of integrations<\/h2>\n<h4>With our integration partner, Flanks, we seamlessly communicate to custodians allowing for a smooth process in safely gathering your customers&#8217; data.<\/h4>\n<h2>Portfolio Management<\/h2>\n<p><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/pms.png\" sizes=\"(max-width: 297px) 100vw, 297px\" srcset=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/pms.png 297w, https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/pms-173x193.png 173w, https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/pms-85x95.png 85w, https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/pms-64x71.png 64w\" alt=\"\"  class=\"img-responsive\" \/><\/p>\n<h4>DATA FLOW<\/h4>\n<h2>Data Aggregation<\/h2>\n<p><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/data_aggregation.png\" sizes=\"(max-width: 297px) 100vw, 297px\" srcset=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/data_aggregation.png 297w, https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/data_aggregation-173x193.png 173w, https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/data_aggregation-85x95.png 85w, https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/data_aggregation-64x71.png 64w\" alt=\"\"  class=\"img-responsive\" \/><\/p>\n<h4>DATA FLOW<\/h4>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-bbva-putasgxzr1wapbokmbro9ebhjdxyadinmo666fm9ds.png\" alt=\"integrations-bbva\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-bitpanda-putashvtxvxl0xn7gu6atw2y4rtbi2mdystnnpkv7k.png\" alt=\"integrations-bitpanda\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-bnymellon-putasjribk05o5kh5uzjyvlvbjk1xgtun24mm9i2v4.png\" alt=\"integrations-bnymellon\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-creditsuisse-putaskpcie1fzrj40de6jddbwxff55xkz6s43jgoow.png\" alt=\"integrations-creditsuisse\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-degiro-putasln6p82qbdhquvst3v4sibascv1bbbflktfaio.png\" alt=\"integrations-degiro\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-etoro-putau1cb541i1xenh05af0356i7z47qjufbaz1an0g.png\" alt=\"integrations-etoro\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-goldmansachs-putau37zis42p5bx60yjjzm2d9ypjly0iom9xl7uo0.png\" alt=\"integrations-goldmansachs\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-ing-putau45tpm5d0rak0jd64hdiynu2rb1qut9rev6ghs.png\" alt=\"integrations-ing\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-interactivebrokers-putau53nwg6ncd96v1rsoz4zk1pfz05h6xx8w552bk.png\" alt=\"integrations-interactivebrokers\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-julius-putau61i3a7xnz7tpk6f9gwg5fkt6p97j2kqdf3o5c.png\" alt=\"integrations-julius\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-kraken-putauqpy9n08redsct47sbol7wqvw1jaxwxexi90cg.png\" alt=\"integrations-kraken\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-lombard-putaurnsgh1j30cf7biuctg1tam93qn1a1kwes7m68.png\" alt=\"integrations-lombard\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-morganstanley-putautjgu543q89owcc3hsyz02czj4uhyavvdc4tts.png\" alt=\"integrations-morganstanley\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-novobanco-putauuhb0z5e1u8bquqq2aqflg8cqty8afjcum3fnk.png\" alt=\"integrations-novobanco\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-pictet-putauvf57t6odg6yld5cmshw6u3pyj1ymk6ubw21hc.png\" alt=\"integrations-pictet\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-revolut-putavda2tnv4i1h0p2v9g5znh5np0s0v10l2g5bk74.png\" alt=\"integrations-revolut\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-rothschild-putave7x0hwetnfnjl9w0nr42jj28h4ld58jxfa60w.png\" alt=\"integrations-rothschild\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-santander-putavf5r7bxp59eae3oil5iknxefg68bp9w1ep8ruo.png\" alt=\"integrations-santander\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-swisscode-putavg3le5yzgvcx8m355na19b9snvc21ejivz7dog.png\" alt=\"integrations-swisscode\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/elementor\/thumbs\/integrations-ubs-putavhz9ru1k43a6xmweamsyg30j39jipnuhuj4lc0.png\" alt=\"integrations-ubs\"  class=\"img-responsive\" \/><\/figure>\n<p><a href=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/portal-2.png\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Portal Overlay\"><br \/>\n<img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/portal-2.png\" sizes=\"(max-width: 1024px) 100vw, 1024px\" srcset=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/portal-2.png 4709w, https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/portal-2-768x566.png 768w, https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/portal-2-1536x1132.png 1536w, https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/portal-2-2048x1510.png 2048w\" alt=\"\"  class=\"img-responsive\" \/> <\/a><\/p>\n<h4>INVESTOR PORTAL<\/h4>\n<h2>Create customized dashboards to tell the story your way<\/h2>\n<p>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.<\/p>\n<ul>\n<li>Personalize dashboards for different investors<\/li>\n<li>Drag &amp; drop over 200 pre-configured dashboard modules<\/li>\n<li>Showcase your brand with white label configurability<\/li>\n<\/ul>\n<h2>Tap into our expansive library of customizable financial reporting widgets<\/h2>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/widget_asset-class-allocation.png\" alt=\"widget_asset-class-allocation\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/widget_asset-class-evolution.png\" alt=\"widget_asset-class-evolution\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/widget_country-allocation.png\" alt=\"widget_country-allocation\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/widget_currency-allocation.png\" alt=\"widget_currency-allocation\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/widget_currency-evolution.png\" alt=\"widget_currency-evolution\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/widget_custodian-allocation.png\" alt=\"widget_custodian-allocation\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/widget_manager-allocation.png\" alt=\"widget_manager-allocation\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/widget_portfolio-evolution.png\" alt=\"widget_portfolio-evolution\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/widget_region-allocation.png\" alt=\"widget_region-allocation\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/widget_sector-allocation.png\" alt=\"widget_sector-allocation\"  class=\"img-responsive\" \/><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/widget_sub-asset-class-allocation.png\" alt=\"widget_sub-asset-class-allocation\"  class=\"img-responsive\" \/><\/figure>\n<p>Previous<br \/>\nNext<\/p>\n<p>One of the most powerful features of the platform, our library of 100s of pre-built financial dashboard and reporting widgets lets you quickly build intuitive, multi-tabbed dashboards that show your team &#8212; and your investors &#8212; portfolio updates, market trends, allocation details, transactions, and much more. Schedule a demo to see this extensive resource in more detail.<\/p>\n<p><a role=\"button\" href=\"https:\/\/britech.global\/#lightbox-form\"><br \/>\nSCHEDULE A DEMO<br \/>\n<\/a><\/p>\n<h2>Take a closer look at Investor Portal<\/h2>\n<p>See how professional reporting and easy dashboard creation,\u00a0 driven with aggregated portfolio data, lets you create a personalized investor experience.<\/p>\n<p><iframe title=\"BRITech Portal Overlay\" src=\"https:\/\/www.youtube.com\/embed\/U73Dq39Fxxc?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<h4>INVESTOR MANAGEMENT<\/h4>\n<h2>A streamlined CRM to help you stay organized and in communication<\/h2>\n<p>Organize client profiles, tasks &amp; appointments, leads &amp; contacts, client onboarding, and more.<\/p>\n<ul>\n<li>Organize your investor clients (and future clients)<\/li>\n<li>Easily stay in touch and keep investors up to date at all times<\/li>\n<li>Add custom fields to capture the investor information you need<\/li>\n<\/ul>\n<p><a role=\"button\" href=\"https:\/\/britech.global\/en\/functionalities\/investor-management\/\"><br \/>\nLEARN MORE<br \/>\n<\/a><br \/>\n<a href=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/crm-8.png\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Investor Management\"><br \/>\n<img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/crm-8.png\" sizes=\"(max-width: 1024px) 100vw, 1024px\" srcset=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/crm-8.png 4709w, https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/crm-8-768x566.png 768w, https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/crm-8-1536x1132.png 1536w, https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/crm-8-2048x1510.png 2048w\" alt=\"\"  class=\"img-responsive\" \/> <\/a><br \/>\n<a href=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/comparison-1.png\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Model comparison\"><br \/>\n<img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/comparison-1.png\" sizes=\"(max-width: 1024px) 100vw, 1024px\" srcset=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/comparison-1.png 2736w, https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/comparison-1-768x512.png 768w, https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/comparison-1-1536x1024.png 1536w, https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/comparison-1-2048x1365.png 2048w, https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/comparison-1-55x36.png 55w\" alt=\"\"  class=\"img-responsive\" \/> <\/a><\/p>\n<h4>INTEGRATED FINANCIAL PLANNING<\/h4>\n<h2>The Financial Planning Tool embedded into a CRM<\/h2>\n<p>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.<\/p>\n<ul>\n<li>Seamlessly link to investor portfolios, forecasts, and dashboards<\/li>\n<li>Rebalance investor portfolios<\/li>\n<li>Monitor compliance<\/li>\n<\/ul>\n<h4>NEW CLIENT ONBOARDING<\/h4>\n<h2>Simplify the Know-Your-Client KYC experience with online access<\/h2>\n<p>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.<\/p>\n<ul>\n<li>Streamline new client data acquisition<\/li>\n<li>Configure settings and adjust to match investor preferences<\/li>\n<li>Fully customizable to adapt to your workflow needs<\/li>\n<\/ul>\n<p><a href=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/kyc.png\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Know Your Client\"><br \/>\n<img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/kyc.png\" sizes=\"(max-width: 1024px) 100vw, 1024px\" srcset=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/kyc.png 4706w, https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/kyc-768x566.png 768w, https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/kyc-1536x1132.png 1536w, https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/kyc-2048x1509.png 2048w\" alt=\"\"  class=\"img-responsive\" \/> <\/a><br \/>\n<a href=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/position-1.png\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Portfolio position\"><br \/>\n<img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/position-1.png\" sizes=\"(max-width: 1024px) 100vw, 1024px\" srcset=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/position-1.png 2736w, https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/position-1-768x512.png 768w, https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/position-1-1536x1024.png 1536w, https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/position-1-2048x1365.png 2048w, https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/position-1-55x36.png 55w\" alt=\"\"  class=\"img-responsive\" \/> <\/a><\/p>\n<h4>PORTFOLIO MANAGEMENT<\/h4>\n<h2>Streamline portfolio management with automation &amp; intelligent tools<\/h2>\n<p>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.<\/p>\n<ul>\n<li>Create proposals to match investor strategy and achieve their goals<\/li>\n<li>Compare changes against the main portfolio or another model<\/li>\n<li>Easily rebalance, then send trades to a broker or trade blotter<\/li>\n<\/ul>\n<p><a role=\"button\" href=\"https:\/\/britech.global\/en\/functionalities\/portfolio-management\/\"><br \/>\nLEARN MORE<br \/>\n<\/a><\/p>\n<h4>We now have more data to support analyzing the portfolios, which means that we can make more data available to our clients through the website or the mobile applications.<\/h4>\n<h5>Pablo Garc\u00eda-Drake, COO, Varianza<\/h5>\n<h4>FLEXIBLE INVESTMENT MANAGEMENT<\/h4>\n<h2>Deliver a personalized investor experience<\/h2>\n<ul>\n<li>Choose from 200+ cutting-edge report plugins to tell the investment story your way<\/li>\n<li>Customize views to match your brand<\/li>\n<li>Present professional and intuitive dashboards that allow investors to explore performance<\/li>\n<\/ul>\n<p><a role=\"button\" href=\"https:\/\/britech.global\/en\/functionalities\/investor-portal\/\"><br \/>\nLEARN MORE<br \/>\n<\/a><\/p>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/summary.png\" alt=\"Create Custom Dashboards for Portfolio Performance\"  class=\"img-responsive\" \/><figcaption>Create Custom Dashboards for Portfolio Performance<\/figcaption><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/vault-1.png\" alt=\"Organize your client's document vault\"  class=\"img-responsive\" \/><figcaption>Organize your client&#8217;s document vault<\/figcaption><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/position-1.png\" alt=\"Choose from a Library of Pre-Built, Customizable Dashboard Widgets\"  class=\"img-responsive\" \/><figcaption>Choose from a Library of Pre-Built, Customizable Dashboard Widgets<\/figcaption><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/workflow.png\" alt=\"Create your onboarding workflow\"  class=\"img-responsive\" \/><figcaption>Create your onboarding workflow<\/figcaption><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/contacts-1.png\" alt=\"Manage contacts, leads and calendars\"  class=\"img-responsive\" \/><figcaption>Manage contacts, leads and calendars<\/figcaption><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/comparison-1.png\" alt=\"Compare Portfolio Performance to Models\"  class=\"img-responsive\" \/><figcaption>Compare Portfolio Performance to Models<\/figcaption><\/figure>\n<figure><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/allocation.png\" alt=\"View Investment Projections\"  class=\"img-responsive\" \/><figcaption>View Investment Projections<\/figcaption><\/figure>\n<p>Previous<br \/>\nNext<br \/>\n<a role=\"button\" href=\"https:\/\/britech.global\/#lightbox-form\"><br \/>\nSCHEDULE A DEMO<br \/>\n<\/a><\/p>\n<h4>Explore how the right reports, decision-enabling dashboards, and intelligent tools can help you drive growth and investor satisfaction.<\/h4>\n<h4>A Platform with the Right Price<\/h4>\n<p>While BRITech&#8217;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.<\/p>\n<h4>The Customizability to Meet Your Needs<\/h4>\n<p>Key to BRITech&#8217;s design is its full level of customization, from custom fields, to appearance, workflow, dashboards, reporting, communication, onboarding, and much more.<\/p>\n<h4>The Flexibility to Grow with Your Business<\/h4>\n<p>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.<\/p>\n<h4>The Tools to Drive Investor Satisfaction<\/h4>\n<p>Stay connected and keep your customers happy with smart reports that are always up to date and available.<\/p>\n<h2>Why Choose BRITech?<\/h2>\n<p><img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/02\/pexels-snapwire-618613.jpg\" sizes=\"(max-width: 1024px) 100vw, 1024px\" srcset=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/02\/pexels-snapwire-618613.jpg 1280w, https:\/\/britech.global\/wp-content\/uploads\/2022\/02\/pexels-snapwire-618613-768x531.jpg 768w\" alt=\"\"  class=\"img-responsive\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>REGISTERED INVESTMENT ADVISORS The Flexible Platform Your Team Needs, and Your Investors Demand BRITech is the intuitive investment management platform that lets advisors put client relationships first THE PLATFORM THAT GROWS WITH YOU Choose our full suite or select only the modules you need to succeed Trade Order Management Risk [&hellip;]<\/p>\n","protected":false},"author":48,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/template-segments-alpha.php","meta":{"content-type":"","inline_featured_image":false,"footnotes":""},"class_list":["post-17596","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>BRITech Investment Management for Investment Advisors - BRITech<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/britech.global\/en\/britech-for-investment-advisors\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"BRITech Investment Management for Investment Advisors - BRITech\" \/>\n<meta property=\"og:description\" content=\"REGISTERED INVESTMENT ADVISORS The Flexible Platform Your Team Needs, and Your Investors Demand BRITech is the intuitive investment management platform that lets advisors put client relationships first THE PLATFORM THAT GROWS WITH YOU Choose our full suite or select only the modules you need to succeed Trade Order Management Risk [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/britech.global\/en\/britech-for-investment-advisors\/\" \/>\n<meta property=\"og:site_name\" content=\"BRITech\" \/>\n<meta property=\"article:modified_time\" content=\"2025-09-10T10:53:55+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/pms.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"14 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/britech.global\/en\/britech-for-investment-advisors\/\",\"url\":\"https:\/\/britech.global\/en\/britech-for-investment-advisors\/\",\"name\":\"BRITech Investment Management for Investment Advisors - BRITech\",\"isPartOf\":{\"@id\":\"https:\/\/britech.global\/en\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/britech.global\/en\/britech-for-investment-advisors\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/britech.global\/en\/britech-for-investment-advisors\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/pms.png\",\"datePublished\":\"2022-04-26T21:16:27+00:00\",\"dateModified\":\"2025-09-10T10:53:55+00:00\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/britech.global\/en\/britech-for-investment-advisors\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/britech.global\/en\/britech-for-investment-advisors\/#primaryimage\",\"url\":\"https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/pms.png\",\"contentUrl\":\"https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/pms.png\"},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/britech.global\/en\/#website\",\"url\":\"https:\/\/britech.global\/en\/\",\"name\":\"BRITech\",\"description\":\"Plataforma para Gest\u00e3o de Investimentos\",\"publisher\":{\"@id\":\"https:\/\/britech.global\/en\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/britech.global\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/britech.global\/en\/#organization\",\"name\":\"BRITech\",\"url\":\"https:\/\/britech.global\/en\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/britech.global\/en\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/britech.global\/wp-content\/uploads\/2024\/05\/logo-britech-c-h.svg\",\"contentUrl\":\"https:\/\/britech.global\/wp-content\/uploads\/2024\/05\/logo-britech-c-h.svg\",\"width\":232,\"height\":56,\"caption\":\"BRITech\"},\"image\":{\"@id\":\"https:\/\/britech.global\/en\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.instagram.com\/britechglobal\/\",\"https:\/\/www.youtube.com\/channel\/UCdjaK4YxXhUr6XE8pnijUfQ\",\"https:\/\/www.linkedin.com\/company\/britechsa\/\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"BRITech Investment Management for Investment Advisors - BRITech","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/britech.global\/en\/britech-for-investment-advisors\/","og_locale":"en_US","og_type":"article","og_title":"BRITech Investment Management for Investment Advisors - BRITech","og_description":"REGISTERED INVESTMENT ADVISORS The Flexible Platform Your Team Needs, and Your Investors Demand BRITech is the intuitive investment management platform that lets advisors put client relationships first THE PLATFORM THAT GROWS WITH YOU Choose our full suite or select only the modules you need to succeed Trade Order Management Risk [&hellip;]","og_url":"https:\/\/britech.global\/en\/britech-for-investment-advisors\/","og_site_name":"BRITech","article_modified_time":"2025-09-10T10:53:55+00:00","og_image":[{"url":"https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/pms.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"14 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/britech.global\/en\/britech-for-investment-advisors\/","url":"https:\/\/britech.global\/en\/britech-for-investment-advisors\/","name":"BRITech Investment Management for Investment Advisors - BRITech","isPartOf":{"@id":"https:\/\/britech.global\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/britech.global\/en\/britech-for-investment-advisors\/#primaryimage"},"image":{"@id":"https:\/\/britech.global\/en\/britech-for-investment-advisors\/#primaryimage"},"thumbnailUrl":"https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/pms.png","datePublished":"2022-04-26T21:16:27+00:00","dateModified":"2025-09-10T10:53:55+00:00","inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/britech.global\/en\/britech-for-investment-advisors\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/britech.global\/en\/britech-for-investment-advisors\/#primaryimage","url":"https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/pms.png","contentUrl":"https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/pms.png"},{"@type":"WebSite","@id":"https:\/\/britech.global\/en\/#website","url":"https:\/\/britech.global\/en\/","name":"BRITech","description":"Plataforma para Gest\u00e3o de Investimentos","publisher":{"@id":"https:\/\/britech.global\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/britech.global\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/britech.global\/en\/#organization","name":"BRITech","url":"https:\/\/britech.global\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/britech.global\/en\/#\/schema\/logo\/image\/","url":"https:\/\/britech.global\/wp-content\/uploads\/2024\/05\/logo-britech-c-h.svg","contentUrl":"https:\/\/britech.global\/wp-content\/uploads\/2024\/05\/logo-britech-c-h.svg","width":232,"height":56,"caption":"BRITech"},"image":{"@id":"https:\/\/britech.global\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.instagram.com\/britechglobal\/","https:\/\/www.youtube.com\/channel\/UCdjaK4YxXhUr6XE8pnijUfQ","https:\/\/www.linkedin.com\/company\/britechsa\/"]}]}},"_links":{"self":[{"href":"https:\/\/britech.global\/en\/wp-json\/wp\/v2\/pages\/17596","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/britech.global\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/britech.global\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/britech.global\/en\/wp-json\/wp\/v2\/users\/48"}],"replies":[{"embeddable":true,"href":"https:\/\/britech.global\/en\/wp-json\/wp\/v2\/comments?post=17596"}],"version-history":[{"count":235,"href":"https:\/\/britech.global\/en\/wp-json\/wp\/v2\/pages\/17596\/revisions"}],"predecessor-version":[{"id":28516,"href":"https:\/\/britech.global\/en\/wp-json\/wp\/v2\/pages\/17596\/revisions\/28516"}],"wp:attachment":[{"href":"https:\/\/britech.global\/en\/wp-json\/wp\/v2\/media?parent=17596"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}