Portfolio customisation at scale - One size fits one.

• Clients want investment solutions uniquely designed for them.

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

• The Briefcase team have deep experience in successfully designing, building & managing quantitative, multi-asset class investment portfolios in excess of $45Bn AUD both locally & abroad.

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