Investment management for the 21st Century
Briefcase’s portfolio construction technology allows financial advisers to build & manage personalised investment portfolios at scale.
About Briefcase
Briefcase combines proven, institutional-grade investment management capability with cutting-edge technology to provide a range of truly innovative portfolio solutions.
From personalised portfolios designed from the ground up to track the performance of well recognised markets, to highly efficient multi-asset model portfolios, Briefcase partners with leading advice firms and family offices to deliver simply better outcomes for investors.
Personalised Direct Indexing
Briefcase is the pioneering provider of Direct Indexing technology to the Australian market, enabling advisers to build and maintain highly transparent, personalised portfolios for clients while maintaining efficiency and keeping costs low.
Multi-Asset Model Portfolios
Briefcase applies leading quantitative management expertise powered by cutting-edge technology to offer a suite of diversified risk-based portfolios incorporating best-of-breed, low-cost Exchange Traded Funds, providing a core investment solution for every investor.
Investment Management Solutions
Leveraging cutting-edge technology and institutional-grade portfolio expertise, Briefcase partners with leading financial advice firms and family offices to build a highly efficient investment management solutions, personalised for every client.
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.
