Client and Advisor Portal Overlay

A New Approach to Financial Information and Data Visualization.


    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.

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    Firm Branding • Commentary • Over 200 Pre-Configured Reports • Presentations

    Dynamic & Interactive Reports • Document Vault • Emails • Report Builder 

    Web Chat • SaaS Cloud-Enabled • Bots • Dashboards • Automation

    Statements • Over 100 Pre-Built Widgets • Mobile-Friendly




    See All Data Sources

    Share with Ease

    Empower Your Team

    Engage Your Clients

    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

    Improve Performance

    Increase Satisfaction

    Add Flexibility

    Stop struggling with confusing dashboards and multiple reporting solutions. Contact us today to hear how BRITech Portal can begin transforming your team’s and clients’ experience!