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.
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Josh Persky
FOUNDER & CEO
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Martyn Wild
CIO
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Sean Doherty
CTO