Investment management for the 21st Century
Briefcase’s portfolio construction technology allows financial advisers to build & manage personalised investment portfolios at scale.
The Briefcase team is thrilled to be featured on the Financial Review BOSS Most Innovative Companies list for 2024 by The Australian Financial Review and Cognizant.
Time-tested investment strategies
Access decades of financial research & expertise in your clients’ customised investment portfolios.
Powerful automation
Tailor each & every one of your clients’ portfolios using their own risk tolerance, values, preferences & goals.
Personalisation
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.
Josh Persky
Founder & CEO
Our people
Martyn Wild
Chief Investment Officer
Sean Doherty
Chief Technology Officer
Geoff Kellett
Head of Distribution
Every investor is different
“One size fits most” financial products are no longer good enough. Investors deserve better.
Our mission is for all investors to access personalised, tax aware and values-aligned portfolios at low cost.
“My Briefcase Direct Index Portfolio, which excludes major positions I already own, is tracking the index very well. It has also demonstrated lower volatility than the benchmark.”
Family Office
“The Australian equity Direct Index portfolio has been great for my cancer foundation client, upon realising the existing ESG ETF they were invested in held tobacco stocks, we needed to move to a Briefcase solution.”
Financial Advisor
“My existing equity portfolio has underperformed the index by 1.5%p.a. since 2012. My broker also charged me double the fee when compared with Briefcase. If Briefcase had existed in 2012, my portfolio would be $400,000 better off.”
Family Office
“Briefcase portfolios will be a major differentiator for my business.”
Financial Advisor
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