Every client, a portfolio
of their own
Briefcase gives advisers the institutional-grade technology to easily build and manage tax-efficient, values-aligned, and genuinely personalised portfolios for every client, at ETF-level cost
Investment Grade
SQM Research Rating
Pioneer
In Australian Direct Indexing
2024
AFR Most Innovative Company
30bn+
Managed by team across careers
Three outcomes.
One platform.
Briefcase gives Australian financial advisers the technology to deliver tax aware, values-aligned, and professionally managed portfolios, at a cost that makes sense.
Tax Efficient Investing
Individual CGT management, tax-aware investing, and low portfolio turnover, compounding in your client’s favour over time. Not possible inside a pooled fund.
Personalised Portfolios
A portfolio tailored to each client: precise ESG and values screens, individual exclusions, and the ability to build around existing holdings.
Institutional Grade
Five risk-based Multi-Asset ETF models. Rigorously screened ETFs. A team with experience managing more than $30bn across their careers. SQM Research rated.
