{"id":18713,"date":"2022-04-26T18:16:27","date_gmt":"2022-04-26T21:16:27","guid":{"rendered":"https:\/\/britech.global\/?page_id=18713"},"modified":"2022-10-05T14:25:22","modified_gmt":"2022-10-05T17:25:22","slug":"britech-investment-management-for-investment-advisors","status":"publish","type":"page","link":"https:\/\/britech.global\/en\/britech-investment-management-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<p>\t\t<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>\t\t<\/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<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>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/pms.png\" alt=\"\" loading=\"lazy\" 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\" sizes=\"(max-width: 297px) 100vw, 297px\"  class=\"img-responsive\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n<h4>DATA FLOW<\/h4>\n<h2>Data Aggregation<\/h2>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/10\/data_aggregation.png\" alt=\"\" loading=\"lazy\" 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\" sizes=\"(max-width: 297px) 100vw, 297px\"  class=\"img-responsive\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/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>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/portal-2.png\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Portal Overlay\" e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTg4MTMsInVybCI6Imh0dHBzOlwvXC9icml0ZWNoLmdsb2JhbFwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyMlwvMDlcL3BvcnRhbC0yLnBuZyJ9\"><br \/>\n\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/portal-2.png\" alt=\"\" loading=\"lazy\" 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\" sizes=\"(max-width: 1024px) 100vw, 1024px\"  class=\"img-responsive\" \/>\t\t\t\t\t\t\t\t<\/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>\n\t\t\t\t\t\t\t\t\t\tPersonalize dashboards for different investors\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tDrag &#038; drop over 200 pre-configured dashboard modules\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tShowcase your brand with white label configurability\n\t\t\t\t\t\t\t\t\t<\/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>\t\t\t\t\t\t\t\t\t\t\t\tPrevious<br \/>\n\t\t\t\t\t\t\t\t\t\t\t\tNext<\/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>\t\t\t<a href=\"https:\/\/britech.global\/#lightbox-form\" role=\"button\"><br \/>\n\t\t\t\t\t\tSCHEDULE A DEMO<br \/>\n\t\t\t\t\t<\/a><\/p>\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 --><br \/>\n                                                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\" focusable=\"false\" width=\"1.25em\" height=\"1em\" preserveAspectRatio=\"xMidYMid meet\" viewBox=\"0 0 640 512\" data-icon=\"fa-solid:money-check-alt\" data-inline=\"false\" style=\"transform: rotate(360deg);\"><path d=\"M608 32H32C14.33 32 0 46.33 0 64v384c0 17.67 14.33 32 32 32h576c17.67 0 32-14.33 32-32V64c0-17.67-14.33-32-32-32zM176 327.88V344c0 4.42-3.58 8-8 8h-16c-4.42 0-8-3.58-8-8v-16.29c-11.29-.58-22.27-4.52-31.37-11.35c-3.9-2.93-4.1-8.77-.57-12.14l11.75-11.21c2.77-2.64 6.89-2.76 10.13-.73c3.87 2.42 8.26 3.72 12.82 3.72h28.11c6.5 0 11.8-5.92 11.8-13.19c0-5.95-3.61-11.19-8.77-12.73l-45-13.5c-18.59-5.58-31.58-23.42-31.58-43.39c0-24.52 19.05-44.44 42.67-45.07V152c0-4.42 3.58-8 8-8h16c4.42 0 8 3.58 8 8v16.29c11.29.58 22.27 4.51 31.37 11.35c3.9 2.93 4.1 8.77.57 12.14l-11.75 11.21c-2.77 2.64-6.89 2.76-10.13.73c-3.87-2.43-8.26-3.72-12.82-3.72h-28.11c-6.5 0-11.8 5.92-11.8 13.19c0 5.95 3.61 11.19 8.77 12.73l45 13.5c18.59 5.58 31.58 23.42 31.58 43.39c0 24.53-19.05 44.44-42.67 45.07zM416 312c0 4.42-3.58 8-8 8H296c-4.42 0-8-3.58-8-8v-16c0-4.42 3.58-8 8-8h112c4.42 0 8 3.58 8 8v16zm160 0c0 4.42-3.58 8-8 8h-80c-4.42 0-8-3.58-8-8v-16c0-4.42 3.58-8 8-8h80c4.42 0 8 3.58 8 8v16zm0-96c0 4.42-3.58 8-8 8H296c-4.42 0-8-3.58-8-8v-16c0-4.42 3.58-8 8-8h272c4.42 0 8 3.58 8 8v16z\" fill=\"currentColor\"><\/path><\/svg><br \/>\n                        <!-- Label --><\/p>\n<p style=\"text-align: center;\">Trade Order Management<\/p>\n<p>                                                    <\/a><br \/>\n                                                                            <a href=\"https:\/\/britech.global\/en\/functionalities\/risk-evaluation\/\"><br \/>\n                                                <!-- Shape --><br \/>\n                                                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\" focusable=\"false\" width=\"0.75em\" height=\"1em\" preserveAspectRatio=\"xMidYMid meet\" viewBox=\"0 0 384 512\" data-icon=\"fa-solid:clipboard-list\" data-inline=\"false\" style=\"transform: rotate(360deg);\"><path d=\"M336 64h-80c0-35.3-28.7-64-64-64s-64 28.7-64 64H48C21.5 64 0 85.5 0 112v352c0 26.5 21.5 48 48 48h288c26.5 0 48-21.5 48-48V112c0-26.5-21.5-48-48-48zM96 424c-13.3 0-24-10.7-24-24s10.7-24 24-24s24 10.7 24 24s-10.7 24-24 24zm0-96c-13.3 0-24-10.7-24-24s10.7-24 24-24s24 10.7 24 24s-10.7 24-24 24zm0-96c-13.3 0-24-10.7-24-24s10.7-24 24-24s24 10.7 24 24s-10.7 24-24 24zm96-192c13.3 0 24 10.7 24 24s-10.7 24-24 24s-24-10.7-24-24s10.7-24 24-24zm128 368c0 4.4-3.6 8-8 8H168c-4.4 0-8-3.6-8-8v-16c0-4.4 3.6-8 8-8h144c4.4 0 8 3.6 8 8v16zm0-96c0 4.4-3.6 8-8 8H168c-4.4 0-8-3.6-8-8v-16c0-4.4 3.6-8 8-8h144c4.4 0 8 3.6 8 8v16zm0-96c0 4.4-3.6 8-8 8H168c-4.4 0-8-3.6-8-8v-16c0-4.4 3.6-8 8-8h144c4.4 0 8 3.6 8 8v16z\" fill=\"currentColor\"><\/path><\/svg><br \/>\n                        <!-- Label --><\/p>\n<p style=\"text-align: center;\">Risk Evaluation<\/p>\n<p>                                                    <\/a><br \/>\n                                                                            <a href=\"https:\/\/britech.global\/en\/functionalities\/portfolio-management\/\"><br \/>\n                                                <!-- Shape --><br \/>\n                                                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\" focusable=\"false\" width=\"1em\" height=\"1em\" preserveAspectRatio=\"xMidYMid meet\" viewBox=\"0 0 8 8\" data-icon=\"oi:graph\" data-inline=\"false\" style=\"transform: rotate(360deg);\"><path d=\"M7.03 0L4 3L3 2L0 5.03l1 1L3 4l1 1l4-4l-.97-1zM0 7v1h8V7H0z\" fill=\"currentColor\"><\/path><\/svg><br \/>\n                        <!-- Label --><\/p>\n<p style=\"text-align: center;\">Portfolio Management<\/p>\n<p>                                                    <\/a><br \/>\n                                                                            <a href=\"https:\/\/britech.global\/en\/functionalities\/investor-management\/\"><br \/>\n                                                <!-- Shape --><br \/>\n                                                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\" focusable=\"false\" width=\"1em\" height=\"1em\" preserveAspectRatio=\"xMidYMid meet\" viewBox=\"0 0 512 512\" data-icon=\"fa-solid:street-view\" data-inline=\"false\" style=\"transform: rotate(360deg);\"><path d=\"M367.9 329.76c-4.62 5.3-9.78 10.1-15.9 13.65v22.94c66.52 9.34 112 28.05 112 49.65c0 30.93-93.12 56-208 56S48 446.93 48 416c0-21.6 45.48-40.3 112-49.65v-22.94c-6.12-3.55-11.28-8.35-15.9-13.65C58.87 345.34 0 378.05 0 416c0 53.02 114.62 96 256 96s256-42.98 256-96c0-37.95-58.87-70.66-144.1-86.24zM256 128c35.35 0 64-28.65 64-64S291.35 0 256 0s-64 28.65-64 64s28.65 64 64 64zm-64 192v96c0 17.67 14.33 32 32 32h64c17.67 0 32-14.33 32-32v-96c17.67 0 32-14.33 32-32v-96c0-26.51-21.49-48-48-48h-11.8c-11.07 5.03-23.26 8-36.2 8s-25.13-2.97-36.2-8H208c-26.51 0-48 21.49-48 48v96c0 17.67 14.33 32 32 32z\" fill=\"currentColor\"><\/path><\/svg><br \/>\n                        <!-- Label --><\/p>\n<p style=\"text-align: center;\">Investor Management<\/p>\n<p>                                                    <\/a><br \/>\n                                                                            <a href=\"https:\/\/britech.global\/en\/functionalities\/structuring-compliance\/\"><br \/>\n                                                <!-- Shape --><br \/>\n                                                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\" focusable=\"false\" width=\"1em\" height=\"1em\" preserveAspectRatio=\"xMidYMid meet\" viewBox=\"0 0 512 512\" data-icon=\"fa-solid:layer-group\" data-inline=\"false\" style=\"transform: rotate(360deg);\"><path d=\"M12.41 148.02l232.94 105.67c6.8 3.09 14.49 3.09 21.29 0l232.94-105.67c16.55-7.51 16.55-32.52 0-40.03L266.65 2.31a25.607 25.607 0 0 0-21.29 0L12.41 107.98c-16.55 7.51-16.55 32.53 0 40.04zm487.18 88.28l-58.09-26.33l-161.64 73.27c-7.56 3.43-15.59 5.17-23.86 5.17s-16.29-1.74-23.86-5.17L70.51 209.97l-58.1 26.33c-16.55 7.5-16.55 32.5 0 40l232.94 105.59c6.8 3.08 14.49 3.08 21.29 0L499.59 276.3c16.55-7.5 16.55-32.5 0-40zm0 127.8l-57.87-26.23l-161.86 73.37c-7.56 3.43-15.59 5.17-23.86 5.17s-16.29-1.74-23.86-5.17L70.29 337.87L12.41 364.1c-16.55 7.5-16.55 32.5 0 40l232.94 105.59c6.8 3.08 14.49 3.08 21.29 0L499.59 404.1c16.55-7.5 16.55-32.5 0-40z\" fill=\"currentColor\"><\/path><\/svg><br \/>\n                        <!-- Label --><\/p>\n<p style=\"text-align: center;\">Structuring &amp; Compliance<\/p>\n<p>                                                    <\/a><br \/>\n                                                                            <a href=\"https:\/\/britech.global\/en\/functionalities\/reporting-analytics\/\"><br \/>\n                                                <!-- Shape --><br \/>\n                                                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" 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20.55-42.68 45.07c0 19.97 12.99 37.81 31.58 43.39l45.01 13.5c5.16 1.55 8.77 6.78 8.77 12.73c0 7.27-5.3 13.19-11.8 13.19h-28.1c-4.56 0-8.96-1.29-12.82-3.72c-3.24-2.03-7.36-1.91-10.13.73l-11.75 11.21c-3.53 3.37-3.33 9.21.57 12.14c9.1 6.83 20.08 10.77 31.37 11.35V304c0 4.42 3.58 8 8 8h16c4.42 0 8-3.58 8-8v-16.12c23.63-.63 42.68-20.54 42.68-45.07c0-19.97-12.99-37.81-31.59-43.39z\" fill=\"currentColor\"><\/path><\/svg><br \/>\n                        <!-- Label --><\/p>\n<p style=\"text-align: center;\">Reporting &amp; Analytics<\/p>\n<p>                                                    <\/a><br \/>\n                                                                            <a href=\"https:\/\/britech.global\/en\/functionalities\/investor-portal\/\"><br \/>\n                                                <!-- Shape --><br \/>\n                                                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\" focusable=\"false\" width=\"1em\" height=\"1em\" preserveAspectRatio=\"xMidYMid meet\" viewBox=\"0 0 24 24\" data-icon=\"eva:monitor-outline\" data-inline=\"false\" style=\"transform: rotate(360deg);\"><path fill=\"currentColor\" d=\"M19 3H5a3 3 0 0 0-3 3v8a3 3 0 0 0 3 3h6v2H7a1 1 0 0 0 0 2h10a1 1 0 0 0 0-2h-4v-2h6a3 3 0 0 0 3-3V6a3 3 0 0 0-3-3zm1 11a1 1 0 0 1-1 1H5a1 1 0 0 1-1-1V6a1 1 0 0 1 1-1h14a1 1 0 0 1 1 1z\"><\/path><\/svg><br \/>\n                        <!-- Label --><\/p>\n<p style=\"text-align: center;\">Investor Portal<\/p>\n<p>                                                    <\/a><br \/>\n                                <!-- Shape --><br \/>\n                                                                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\" focusable=\"false\" width=\"1em\" height=\"1em\" preserveAspectRatio=\"xMidYMid meet\" viewBox=\"0 0 50 50\" 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fill=\"currentColor\"><\/path><\/svg><br \/>\n                                <!-- Label --><\/p>\n<p style=\"text-align: center;\">\n                                        Integration to Financial Sources<\/p>\n<p>                                <!-- Shape --><br \/>\n                                                                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\" focusable=\"false\" width=\"0.88em\" height=\"1em\" preserveAspectRatio=\"xMidYMid meet\" viewBox=\"0 0 448 512\" data-icon=\"fa-solid:phone-square-alt\" data-inline=\"false\" style=\"transform: rotate(360deg);\"><path d=\"M400 32H48A48 48 0 0 0 0 80v352a48 48 0 0 0 48 48h352a48 48 0 0 0 48-48V80a48 48 0 0 0-48-48zm-16.39 307.37l-15 65A15 15 0 0 1 354 416C194 416 64 286.29 64 126a15.7 15.7 0 0 1 11.63-14.61l65-15A18.23 18.23 0 0 1 144 96a16.27 16.27 0 0 1 13.79 9.09l30 70A17.9 17.9 0 0 1 189 181a17 17 0 0 1-5.5 11.61l-37.89 31a231.91 231.91 0 0 0 110.78 110.78l31-37.89A17 17 0 0 1 299 291a17.85 17.85 0 0 1 5.91 1.21l70 30A16.25 16.25 0 0 1 384 336a17.41 17.41 0 0 1-.39 3.37z\" fill=\"currentColor\"><\/path><\/svg><br \/>\n                                <!-- Label --><\/p>\n<p style=\"text-align: center;\">\n                                        Customer Success Team<\/p>\n<p>                                <!-- Shape --><br \/>\n                                                                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\" focusable=\"false\" width=\"1em\" height=\"1em\" preserveAspectRatio=\"xMidYMid meet\" viewBox=\"0 0 512 512\" data-icon=\"fa-solid:tools\" data-inline=\"false\" style=\"transform: rotate(360deg);\"><path d=\"M501.1 395.7L384 278.6c-23.1-23.1-57.6-27.6-85.4-13.9L192 158.1V96L64 0L0 64l96 128h62.1l106.6 106.6c-13.6 27.8-9.2 62.3 13.9 85.4l117.1 117.1c14.6 14.6 38.2 14.6 52.7 0l52.7-52.7c14.5-14.6 14.5-38.2 0-52.7zM331.7 225c28.3 0 54.9 11 74.9 31l19.4 19.4c15.8-6.9 30.8-16.5 43.8-29.5c37.1-37.1 49.7-89.3 37.9-136.7c-2.2-9-13.5-12.1-20.1-5.5l-74.4 74.4l-67.9-11.3L334 98.9l74.4-74.4c6.6-6.6 3.4-17.9-5.7-20.2c-47.4-11.7-99.6.9-136.6 37.9c-28.5 28.5-41.9 66.1-41.2 103.6l82.1 82.1c8.1-1.9 16.5-2.9 24.7-2.9zm-103.9 82l-56.7-56.7L18.7 402.8c-25 25-25 65.5 0 90.5s65.5 25 90.5 0l123.6-123.6c-7.6-19.9-9.9-41.6-5-62.7zM64 472c-13.2 0-24-10.8-24-24c0-13.3 10.7-24 24-24s24 10.7 24 24c0 13.2-10.7 24-24 24z\" fill=\"currentColor\"><\/path><\/svg><br \/>\n                                <!-- Label --><\/p>\n<p style=\"text-align: center;\">\n                                        Customer Support Team<\/p>\n<p>                                <!-- Shape --><br \/>\n                                                                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" aria-hidden=\"true\" 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8.19-3.12 11.31 0L256 97.61l28.29-28.29c3.12-3.12 8.19-3.12 11.31 0l11.31 11.31c3.12 3.12 3.12 8.19 0 11.31l-28.29 28.29l45.26 45.25l33.94-33.94l-16.97-16.97c-3.12-3.12-3.12-8.19 0-11.31l11.31-11.31c3.12-3.12 8.19-3.12 11.31 0l16.97 16.97l16.97-16.97c3.12-3.12 8.19-3.12 11.31 0l11.31 11.31c3.12 3.12 3.12 8.19 0 11.31l-16.97 16.97l16.97 16.97c3.12 3.12 3.12 8.19 0 11.31l-11.31 11.31c-3.12 3.12-8.19 3.12-11.31 0l-16.97-16.97l-33.94 33.94l45.25 45.26l28.29-28.29c3.12-3.12 8.19-3.12 11.31 0l11.31 11.31c3.12 3.12 3.12 8.19 0 11.31L414.39 256l28.29 28.28a8.015 8.015 0 0 1 0 11.32zM278.63 256l45.26 45.25L369.14 256l-45.25-45.26L278.63 256z\" fill=\"currentColor\"><\/path><\/svg><br \/>\n                                <!-- Label --><\/p>\n<p style=\"text-align: center;\">\n                                        API Layer Integration<\/p>\n<h4>INVESTOR MANAGEMENT<\/h4>\n<h2>A streamlined CRM to help you stay organized and in communication<\/h2>\n<p>\u00a0Organize client profiles, tasks &amp; appointments, leads &amp; contacts, client onboarding, and more.<\/p>\n<ul>\n<li>\n\t\t\t\t\t\t\t\t\t\tOrganize your investor clients (and future clients)\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tEasily stay in touch and keep investors up to date at all times\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tAdd custom fields to capture the investor information you need\n\t\t\t\t\t\t\t\t\t<\/li>\n<\/ul>\n<p>\t\t\t<a href=\"https:\/\/britech.global\/en\/functionalities\/investor-management\/\" role=\"button\"><br \/>\n\t\t\t\t\t\tLEARN MORE<br \/>\n\t\t\t\t\t<\/a><br \/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/crm-8.png\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Investor Management\" e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTg4MTAsInVybCI6Imh0dHBzOlwvXC9icml0ZWNoLmdsb2JhbFwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyMlwvMDlcL2NybS04LnBuZyJ9\"><br \/>\n\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/crm-8.png\" alt=\"\" loading=\"lazy\" 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\" sizes=\"(max-width: 1024px) 100vw, 1024px\"  class=\"img-responsive\" \/>\t\t\t\t\t\t\t\t<\/a><br \/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/comparison-1.png\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Model comparison\" e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTg3ODksInVybCI6Imh0dHBzOlwvXC9icml0ZWNoLmdsb2JhbFwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyMlwvMDlcL2NvbXBhcmlzb24tMS5wbmcifQ%3D%3D\"><br \/>\n\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/comparison-1.png\" alt=\"\" loading=\"lazy\" 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\" sizes=\"(max-width: 1024px) 100vw, 1024px\"  class=\"img-responsive\" \/>\t\t\t\t\t\t\t\t<\/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>\n\t\t\t\t\t\t\t\t\t\tSeamlessly link to investor portfolios, forecasts, and dashboards\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tRebalance investor portfolios\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tMonitor compliance\n\t\t\t\t\t\t\t\t\t<\/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>\n\t\t\t\t\t\t\t\t\t\tStreamline new client data acquisition\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tConfigure settings and adjust to match investor preferences\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tFully customizable to adapt to your workflow needs\n\t\t\t\t\t\t\t\t\t<\/li>\n<\/ul>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/kyc.png\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Know Your Client\" e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTg4MTYsInVybCI6Imh0dHBzOlwvXC9icml0ZWNoLmdsb2JhbFwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyMlwvMDlcL2t5Yy5wbmcifQ%3D%3D\"><br \/>\n\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/kyc.png\" alt=\"\" loading=\"lazy\" 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\" sizes=\"(max-width: 1024px) 100vw, 1024px\"  class=\"img-responsive\" \/>\t\t\t\t\t\t\t\t<\/a><br \/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/position-1.png\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Portfolio position\" e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTg3OTgsInVybCI6Imh0dHBzOlwvXC9icml0ZWNoLmdsb2JhbFwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyMlwvMDlcL3Bvc2l0aW9uLTEucG5nIn0%3D\"><br \/>\n\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/09\/position-1.png\" alt=\"\" loading=\"lazy\" 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\" sizes=\"(max-width: 1024px) 100vw, 1024px\"  class=\"img-responsive\" \/>\t\t\t\t\t\t\t\t<\/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>\n\t\t\t\t\t\t\t\t\t\tCreate proposals to match investor strategy and achieve their goals\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tCompare changes against the main portfolio or another model\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tEasily rebalance, then send trades to a broker or trade blotter\n\t\t\t\t\t\t\t\t\t<\/li>\n<\/ul>\n<p>\t\t\t<a href=\"https:\/\/britech.global\/en\/functionalities\/portfolio-management\/\" role=\"button\"><br \/>\n\t\t\t\t\t\tLEARN MORE<br \/>\n\t\t\t\t\t<\/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>\n\t\t\t\t\t\t\t\t\t\tChoose from 200+ cutting-edge report plugins to tell the investment story your way\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tCustomize views to match your brand\n\t\t\t\t\t\t\t\t\t<\/li>\n<li>\n\t\t\t\t\t\t\t\t\t\tPresent professional and intuitive dashboards that allow investors to explore performance\n\t\t\t\t\t\t\t\t\t<\/li>\n<\/ul>\n<p>\t\t\t<a href=\"https:\/\/britech.global\/en\/functionalities\/investor-portal\/\" role=\"button\"><br \/>\n\t\t\t\t\t\tLEARN MORE<br \/>\n\t\t\t\t\t<\/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\/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\/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\/overview.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\/allocation.png\" alt=\"View Investment Projections\"  class=\"img-responsive\" \/><figcaption>View Investment Projections<\/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\/vault-1.png\" alt=\"Organize your client&#039;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\/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\/calendar-1.png\" alt=\"calendar\"  class=\"img-responsive\" \/><\/figure>\n<p>\t\t\t\t\t\t\t\t\t\t\t\tPrevious<br \/>\n\t\t\t\t\t\t\t\t\t\t\t\tNext<\/p>\n<h4>\n\t\t\t\t\t\tA Platform with the Right Price<br \/>\n\t\t\t\t<\/h4>\n<p>\n\t\t\t\t\t\tWhile 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.\t\t\t\t\t<\/p>\n<h4>\n\t\t\t\t\t\tThe Customizability to Meet Your Needs<br \/>\n\t\t\t\t<\/h4>\n<p>\n\t\t\t\t\t\tKey to BRITech&#8217;s design is its full level of customization, from custom fields, to appearance, workflow, dashboards, reporting, communication, onboarding, and much more.\t\t\t\t\t<\/p>\n<h4>\n\t\t\t\t\t\tThe Flexibility to Grow with Your Business<br \/>\n\t\t\t\t<\/h4>\n<p>\n\t\t\t\t\t\tWith 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.\t\t\t\t\t<\/p>\n<h4>\n\t\t\t\t\t\tThe Tools to Drive Investor Satisfaction<br \/>\n\t\t\t\t<\/h4>\n<p>\n\t\t\t\t\t\tStay connected and keep your customers happy with smart reports that are always up to date and available.\t\t\t\t\t<\/p>\n<h2>Why Choose BRITech?<\/h2>\n<p>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/britech.global\/wp-content\/uploads\/2022\/02\/pexels-snapwire-618613.jpg\" alt=\"\" loading=\"lazy\" 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\" sizes=\"(max-width: 1024px) 100vw, 1024px\"  class=\"img-responsive\" \/><br \/>\n\t\t\t<a href=\"https:\/\/britech.global\/#lightbox-form\" role=\"button\"><br \/>\n\t\t\t\t\t\tSCHEDULE A DEMO<br \/>\n\t\t\t\t\t<\/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","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 Take a closer look at Investor Portal See how professional reporting and easy dashboard creation,\u00a0 driven with aggregated portfolio data, lets you create [&hellip;]<\/p>\n","protected":false},"author":48,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"content-type":"","inline_featured_image":false,"footnotes":""},"class_list":["post-18713","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 - 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