Case Study: Varianza achieves scalable portfolio growth and fully integrated portfolio management with BRITech

Varianza Supports Continued Portfolio Growth by Integrating the BRITech Platform

Varianza, an asset management firm managing €600 million AUM, faced a growing need for a more capable portfolio management system: their legacy solution was weak on multi-asset support, integrations and delivery of requested developments. After a careful vendor evaluation they selected the BRITech platform for its configurable features, independent NAV calculation and responsive implementation team to meet their demanding integration and reporting requirements.

BRITech implemented a full portfolio management and OMS solution with six custodian/broker integrations, data migration, customizable client reporting, rebalance and reconciliation modules, and CRM/billing consolidation; Varianza ran both systems in parallel and went live in June 2020. As a result, Varianza now manages mutual funds, stocks, bonds, derivatives, private equity and non-financial assets in one system, has minimized manual inputs and errors, improved portfolio control, provided richer client reporting, and expects 70–80% of its regulatory reporting to be consolidated from BRITech data.

Varianza

Pablo Garcia Drake

Chief Operating Officer