Briefcase

Briefcase operates a portfolio construction platform that enables financial advisors to create and manage personalized investment portfolios using client-specific inputs, risk tolerances, and market data. This technology addresses the need for tailored investment solutions by automating portfolio customization and trade execution, ensuring clients receive investments aligned with their values and goals.

Traction 4/10

Sydney, Australia · HQ

Founded 20226700+ followers

Enterprise Software
Financial Technology
Software Only

Updated 7 months ago

Funding

Funding rounds are not available yet.

Founders

1 founder

Josh Persky

CEO

Product

Problem

Financial advisors often struggle to efficiently create and manage personalized investment portfolios for clients at scale. Traditional methods can be time-consuming and may not fully incorporate client-specific inputs, risk tolerances, values, and real-time market data. This can lead to generic investment solutions that don't adequately meet individual client needs.

Solution

Briefcase offers a portfolio construction platform that empowers financial advisors to design and manage customized investment portfolios efficiently. The platform automates portfolio customization and trade execution, enabling advisors to incorporate client-specific risk tolerances, values, and preferences. By consolidating legacy technology and automating trade execution, Briefcase ensures clients receive tailored investment solutions aligned with their individual goals. The platform leverages decades of financial research and expertise to deliver personalized, tax-aware, and values-aligned portfolios.

Target Audience

The primary target audience is financial advisors seeking to efficiently create and manage personalized investment portfolios for their clients at scale.

Features

Portfolio customization incorporating client, advisor, and market inputs
Automated trade execution and implementation
Direct indexing capabilities for highly personalized portfolios
Tax-aware investment strategies
Values-aligned portfolio construction, including ESG considerations
Risk tolerance modeling and management