Asset Management for the 21st Century.

Briefcase’s portfolio construction technology allows financial advisers to build & manage personalised investment portfolios at scale.

✔ Custom indexing for every client - at scale.

✔ Automated portfolio management, saving you time.

✔ Leading edge portfolio construction capabilities.

A new way

Time-tested investment strategies

Access decades of financial research & expertise in your clients’ customised investment portfolios.

Personalisation

Tailor each & every one of your clients’ portfolios using their own risk tolerance, values, preferences & goals.

Powerful automation

Consolidate the patchwork of legacy technology with in-built implementation & automated trade execution.

Porfolio customisation at scale

Clients want investment solutions uniquely designed for them.

Briefcase allows you to design portfolios incorporating client, advisor & market inputs in minutes, so your clients get exactly what they want.

  • Briefcase’s portfolio construction technology allows financial advisers to build & manage personalised investment portfolios at scale.

  • Technology built by investors & portfolio managers with over 65 years of institutional investment experience.

  • Josh Persky

    FOUNDER & CEO

  • Martyn Wild

    CIO

  • Sean Doherty

    CTO