BRITech - Wealth & Family

Wealth & Family

Mind the lag

A major challenge for a Family office operational, business and management areas is the lag which they receive positions and movements information from financial institutions. It is common to find managers operating based only on their own projection worksheets.

Features and benefits

  • software for wealth management

    Save your time and money

    BRITech platform provides operational efficiency to all your daily routines, providing consolidated views of any portfolio.

  • software for family office

    Risk and controls

    Simple but robust processing system that allows the implementation of risk management policies, exposure controls, stress testing and compliance management.

  • family office platform

    Tailored experience

    Consolidated financial information, customized data extraction and reports portal provides secure access for family members and stakeholders. Create your own monitoring rules.

  • wealth management platform

    Confidentiality & security

    Full confidentiality, including client control based on nicknames and codes visible only to a restricted audience of users, encrypted data transactions and traceable audit control. Your data is protected with us.

Case study: Family offices

Check bellow our latest case study from this solution

GPS Investimentos

Thousands of portfolios and funds on & off-shore

“Anyone who does not have a complete solution like BRITech covering processes, mitigating risk, generating efficiency and bringing security to growth will not survive”

Paulo Marchi
Managing Partner

Read the Case

Let our platform upgrade your business

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

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BRITech - Wealth & Family