Cutting-Edge Investment Management Technology and The Experience Behind It.
The Cloud-Based SaaS Investment Management Platform That Drives Your Success and Delivers Client Satisfaction.
BRITech Is An End-To-End Investment Management Solution
that blends efficiency, reliability, simplicity, and flexibility into an online suite that fully supports the needs of front, middle, and back-office operations. As a complete solution with open-ended configurability, BRITech is likely to be the last platform you’ll ever need.
A lot of manual processes have been automated after adopting BRITech, freeing up valuable time. BRITech is easy and intuitive to use; and rich on relevant functionalities.
Ready to transform your business solutions and streamline your operations? Contact us today to see a demo of this amazing platform!
You can provide your clients with a modern and easy-to-navigate and mobile friendly portal to access their portfolios, performance, allocations, holdings, cashflows, assets, view statements, market commentary, content, set meetings, presentations, bulk upload reports, and communicate via web chat or email. Our solution is white-labeled meaning you can integrate your company’s logo, fonts, and color scheme to enhance both your brand and value proposition to your clients. With its integrated secure document vault, you can easily store and distribute documents.
It can be tailored to suit the client through custom columns, user-defined layouts, and specifications. Our portal can also be integrated to 3rd party portfolio management and/or CRM systems.
Our platform offers multi-basis functionalities such as multi-currency, multi-asset class, multi-security types, multi-language, and comprehensive instrument coverage options which allows you to easily construct and manage portfolios that address your clients’ specific needs. Rebalance portfolios either individually or in groups using our automated rebalancing suite. Maintain a complete view of your clients’ financial positions by integrating with a wide range of data feed options that combine into a consolidated analysis across all asset classes and security types.
Easily onboard and keep in touch with your clients with our full-featured, integrated CRM. Accessing client information and staying organized is simple leveraging features such as alerts, reminders, notes, activities, and opportunities to drive efficiency across your business. Manage your appointments, meetings, and tasks with Outlook integration for easy calendar and email access.
Choose from over 100 pre-built widgets to create custom dashboards and reports are tailored to your specific needs. Offering over 200 pre-configured reports and with full compatibility across desktop, tablet, and mobile, our portal can easily be accessed utilizing its single sign-on (SSO) or secure multi-factor authentication (MFA) functionality. Streamline the period-end report generation, packaging, scheduling, and distribution process of client reporting packages utilizing its packager functionality to automate the report content, market commentary, and client group creation and maintenance process.
BRITech can serve as the repository for data received from a 3rd party system, e.g. custodians, or this module can be set as a standalone system maintained by the office. This approach could serve to double check the valuation and NAV (Net Asset Value) computed by the custodians and/or to provide clients with earlier reporting before the data is delivered by the custodians.
Connect with your brokers and custodians to electronically manage order routing with FIX for straight through processing (STP) and settlements with it’s DTCC integration. Create orders in bulk or individually with its order execution functionality. Monitor real-time holdings, cashflows, data, trades, positions, drift, and more. Offering both pre-trade and post-trade compliance functionalities, cash management, tax management, portfolio construction, modeling, fill simulation, risk management, and with a wide array of rebalancing functionalities, our solution makes the trade processing, trade reconciliation, and T+1 post-trade process simple.
Flexible fee structures, schedules, & calculations, billing rules, prorated billing, family billing, tiered billing, flat rates, advisory fees, forecasting, asset exclusions, discounts, invoice generation & payments management, cash flow adjustments, overrides, revenue sharing, commissions, collect & payout fees, management fees, portfolio valuations, average daily balance, performance fees, statement generation, and benchmarks. Tracking, reconcile payments/fees, debiting accounts, upload fee files to custodians, fee disclosures, import & export data sources, and more.
Using BRITech’s technology, we were able to double the customer base without increasing head count.
Why do Wealth Managers, RIAs, Asset Managers, Family Offices, and Private Markets Turn to BRITech?
Because of our unique blend of leading edge technology and team experience. We are 100% committed to ensuring that you get exactly what you need from your investment management platform. We stand behind our customers and support them with unparalleled customer service that translates to high satisfaction.
Leading Technology
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 Portfolio Management & Accounting to Portals, Risk to Trade Order Management, CRM, Reporting to Billing, Compliance, and more, BRITech is a complete wealth management suite.
A True Partner
What makes BRITech unique is our unwavering commitment to customer success. 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. Like a good partner, we are always there for you, responsive to your needs and ready to deliver the exact wealth management experience you need to be successful.
Everything in One Place
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 custodial data and trades, to dashboards and customer reports, you get consistent flow of financial information and clear, accessible reporting that matches your online dashboards. There is no longer any need for side reports, offline spreadsheets, or parallel applications to accomplish your goals or support your clients’ needs.
Meet Your Exact 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.