BRITech - Product

Product

Making investment management simpler and faster

Based on our domain expertise at investment management industry, we understand that each business has its own needs. Our goal is to deliver a unique platform that manages all the critical information for the entire investment management ecosystem, addressing maximum operational efficiency and intelligent solutions to each type of business segments.

Scale fast and secure with us. Spend more time on what matters most: investment analysis, building trusted relationships and growing your business.

Look inside BRITech platform

  • Portfolio & market data

    Operational efficiency to your daily routines. Automated feeds to custodians and fund administrators, consolidated financial information, regulation and market data. All connected. All secure.

  • Portfolio accounting system

    High-performance database engine designed to address extreme operational efficiency to your daily routines.

  • Transfers agency system

    Shareholders liability management widely configurable and fully adapted to the guidelines and legal requirements of regulatory agencies.

  • Risk management tools

    Strong risk management tools, including market and liquidity risk models, stress testing and compliance management.

  • API & integrations

    API gives our clients and partners a programmatic solution for weaving data and calculations from BRITech platform into Excel, other products and systems.

Portfolio & market data

All-important data in one place

Find all your financials and market data in one database

  • Portfolio data

    Automated feeds to custodians, fund administrators and proprietary data warehouses and allows for data management through the application.

  • Regulation

    Compliant to the latest legal and market regulation changes without additional costs, including CVM 558, 555, IPN project and E-Financeira.

  • Market data

    Connected to Brazilian main primary data providers, providing end of day prices for equities, futures, options, corporate bonds, curves, indexes, currencies, fixed income and much more.

  • Connected

    Connected to main Brazilian players. Regulators, auto regulators, clearings, exchanges, brokers (SINACOR) and administrators (Itaú, BNY Mellon, Bradesco).

Portfolio accounting system

A single, scalable and secure solution for investment management

High-performance database engine designed to address extreme operational efficiency to your daily routines

  • Total control

    Accelerate the process of loading and converting data and information from legacy systems, which reduce implementation time and support asset operations such as stocks, derivatives, quotas, fixed income, unstructured, onshore and offshore assets.

  • Strong analytics

    Major management capacity through portfolio consolidation e portfolio modelling to profile comparisons and profit and loss analysis.

  • Broad solutions

    Control of Asset, Liabilities, Accounting, Framing and Suitability in a single solution, eliminating costs and operational risk of integrations.

  • Web portal

    Web portal with blotter, flexible suitability and compliance. Comprehensive profit and loss and performance calculation.

Transfers agency system

High-performance shareholders control

Shareholders liability management widely parameterizable and fully adapted to the guidelines and legal requirements of regulatory agencies

  • Easy setup

    Simplified implementation through intelligent routines, making the transition to the new solution be carried out in an agile and safe way.

  • Fund distribution

    Funds losses compensation between same administrators. Funding analysis, withdraws and balances.

  • Liability management

    Liability control and management with differentiated taxation rules for local and foreign investors.

  • Shareholders portal

    Web portal with blotter, flexible suitability and compliance. Comprehensive profit and loss and performance calculation.

Risk management tools

Simple, powerful and customizable

Strong risk management tools, including market and liquidity risk models, stress testing and compliance management

  • Market & liquid risk

    Professional risk management tools, including market and liquidity risk models. Create customized compliance controls, monitoring exposure, concentration, regulatory and management rules.

  • Strong analytics

    Value at risk using parametric model, Monte Carlo and Historical simulation, durations and DV01, Greeks, expected shortfall and worst scenarios, custom risk and exposure decompositions.

  • Compliance

    Create custom real-time compliance monitoring, including management, risk, liquidity, suitability and regulatory rules. Automatize workflows, reports sending and scheduling.

  • Connect & consolidate

    Share and consolidate portfolio’s information directly with other asset managers. Automatically explode to asset level and consolidate all your portfolios, own and third parts.

API & integrations

Open for innovation and collaboration

Programmatic solution for weaving data and calculations from BRITech platform into Excel, other products and systems

  • Custom reports & API

    Create your custom reports. Use our API to take all your data to Excel and feed your sheets and reports with fresh real-time risk data.

  • Flexibility & efficiency

    Build on top of the BRITech data model, extending the capabilities of the platform to your specific needs. Build yours on solution. Use our integrations to automate administrative and compliance processes.

  • Security

    Cutting edge security standards. Encrypted data transactions and traceable audit control. Your data is protected with us.

Let our platform upgrade your business

Contact our sales team and learn more about BRITech infrastructure services and platform solutions for investment management.

Contact Us

Let our platform upgrade your business

Contact our sales team and learn more about BRITech infrastructure services and platform solutions for investment management.

Contact Us
BRITech
BRITech - Product