Client and Advisor Portal
A New Approach to Financial Information and Data Visualization.
Introducing
BRITech Portal
An Intuitive, Highly-Customizable Reporting and Dashboard Tool That Your Team Will Embrace, and Your Clients Will Enjoy.
Tired of cryptic dashboards that confuse your clients and overwhelm your reports with information overload? BRITech Portal is a unique approach to presenting financial information to you and your clients, a customizable online utility that can consolidate information from numerous sources into a single, point-and-click display that conveys data visualization both the way you–and your clients–want to see it.
(Click above to see an overview video of our portal)
Firm Branding • Market Commentary • Over 200 Pre-Configured Reports • Statements
Dynamic & Interactive Reports • Document Vault • Presentations • Report Builder
Web Chat • Meetings • SaaS Cloud-Enabled • Mobile-Friendly • Integrations
Dashboards • Bots • Over 100 Pre-Built Widgets • Automation • Emails
See All Data Sources
- Easily integrate your portfolio management and CRM data with BRITech Portal via SmartFeeder
- Bulk upload and automate the report and statement distribution process
Share with Ease
- Distribute marketing and compliance material, and investor and advisor reporting
- Exchange forms, research material, and market commentary
Empower Your Team
- Grant access to advisors and their teams when they are remote or on the road
- Client Service teams are more effective and have an easier time servicing clients
Engage Your Clients
- Give your investors the ability to access their balances and holdings more frequently
- Communicate via web chat or emails. Set meetings and presentations
The problem with most FinTech solutions is not in their capabilities around portfolio management or analysis, but in the accurate, up-to-date, clear, and consistent presentation of portfolio positions, progress, and transactional detail. Too many advisors are using multiple tools to manage trades, rebalancing, positions, forecasting–each with its own reporting infrastructure. This is both challenging to maintain and confusing and frustrating to investor clients. The BRITech Portal has let us solve this problem for our clients, creating a single experience for users to view and understand their financial data.
Steven Mars, Co-Founder, MD Solutions
BRITech Portal Positively Impacts Your Business Across the Board.
Reduce Costs
- Reduce the costs of period-end report generation, packaging, and distribution of client reporting packages
- Reduce the costs of report, content, client group, and statement creation
Improve Performance
- Increase security of housing and distributing sensitive client-related data and statements
- Keep marketing teams and advisors prepared with the most up-to-date information
Increase Satisfaction
- Increase client satisfaction by reducing client servicing bottlenecks
- View performance, holdings, portfolios, cash, allocations, assets, risk, trades, and data
Add Flexibility
- Add greater flexibility in reporting with dynamic, daily data availability
- Gain more efficient document management with portal capability