Case Study: Leon Capital achieves streamlined, centralized reporting to support rapid client growth with BRITech

Leon Capital Turns to BRITech to Streamline Supporting a Wave of New Client Growth

Leon Capital, a Mexico-based wealth management firm founded in 2019, was facing rapid client growth that strained its technology and team bandwidth for financial reporting and consolidated portfolio views. After trying external developers and in‑house fixes that produced siloed solutions, Leon Capital selected a streamlined, customizable reporting platform from BRITech to centralize positions, transactions, tax accounting and performance calculations.

BRITech implemented its pre-built wealth‑management platform and worked closely with Leon Capital on a straightforward implementation and ongoing model development. The solution delivered centralized dashboards and timely operational data, precision calculations to double-check broker figures, and explicit internal metrics (trading fees, management fees, client retention), which reduced time spent on reporting and improved decision‑making and client transparency — benefits Leon Capital continues to expand with BRITech.

Leon Capital

Roberto Barba

Managing Partner