Wealth & Private Banking › Portfolio & Wealth Management › Wealth Management Platform
BRITECH
End-to-end SaaS investment management platform for asset and wealth managers, neobanks, and fund administrators.
Overview
BRITech is a São Paulo-based B2B vertical SaaS company providing investment management software for wealth managers, asset managers, neobanks, and fund administrators. The platform bundles features spanning trade order management, portfolio and investor management, risk assessment, compliance, reporting, analytics, and an investor portal.
Founded in 2012, the company also offers an advisor-centric CRM with digital onboarding, and serves family offices, brokers, distributors, and custodians from offices worldwide, including São Paulo and London.
Key Features
- + Trade order management
- + Multi-asset, multi-currency portfolio management
- + Automated fee billing
- + Advisor CRM with digital onboarding
- + Investor portal and reporting
- + Risk assessment and compliance tools
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