Por: Renato Morais Castro


BRITech is one the top 50 Innovative Companies of 2020, presented by The CEO Views

A BRITech, empresa referência em tecnologia para gestão de investimentos, foi listada entre as 50 principais empresas inovadoras de 2020, de acordo com The CEO Views.

Por: Renato Morais Castro


The Social Media Guide to Investment Management

By building a social media presence, investment managers can drive engagement and client interactions through a trusted platform - here's how.

Por: Yuryi Ferber


Preparing for COVID-19 with BRITech's Wealth Management Software

Working from home brings its own set of challenges for wealth managers during the COVID-19 outbreak. Our financial software platform is here to help.

Por: Alexandre Farah Diniz


How Investment Managers Can Guide Their Clients Through Market Volatility

Market volatility is inevitable. Here are key strategies to help investment managers weather the storm and create strong client portfolios.

Por: Renato Castro


BRITech is listed among the top ten investment management solutions providers in the United Kingdom

Baking CIO Outlook magazine recognized BRITech as one of the top ten best providers of investment management solutions

Por: Antonio Neri


What is a TAMP and How Do They Work?

A turnkey asset management program is an essential asset for independent financial advisors. This article will cover what it is and how to use it.

Por: Renato Castro


How To Tell When It's Time To Replace Your Investment Platform

Investment software should always be up-to-date and helping you serve your clients. Here's what to look out for and what will be needed for success.

Por: Renato Castro


Why Every Investment House Needs An ESG Strategy

The focus on ESG brings opportunities for investment houses to grow their client base and offerings. Here's why ESG investing is vital for success.

Por: Marcos Puccini


8 Lead Generation Tips For Investment Managers

The top 8 strategies advisors can implement to generate and nurture valuable leads. We also tackle the lead tactics that are best avoided.

Por: Marcos Puccini


Why Wealth Managers Need a CRM and How to Use It

CRM can empower welath managers to grow their AUM through trusted relationships. Britech offers an effective platform and information to achieve this.