Case Study: Varianza (Madrid asset manager) achieves operational efficiency and enhanced digital client experience with BRITech's SaaS investment-management platform

BRITech contributes to improving customers’ digital experience at Varianza

Varianza Gestión, an independent asset management firm in Madrid, needed to support geographical expansion and improve client communications while achieving operational efficiency, cost reduction and regulatory compliance. Its previous mix of disparate software created manual bottlenecks and errors that drained operations time, so Varianza selected BRITech’s fully SaaS investment management solution to replace those tools.

BRITech deployed a front-to-back SaaS platform with customizable client reporting, portfolio rebalancing and execution, CRM for investment proposals, local/off‑shore asset handling and regulatory compliance, plus integrations with trading desks, risk/compliance systems, global custodians and Bloomberg. The solution automated portfolio management and reporting, integrated administration, back-office, sales and research functions, reduced operational costs and boosted productivity for Varianza and its external advisors (including full visibility into client status and one‑click reporting), enabling scalable growth.

Varianza

Alberto Spagnolo

Chief Executive Officer