Briefcase

The team at Briefcase have been out and about in recent months, engaging with Australian financial advisers and family offices about the opportunities presented by Direct Indexing. The level of curiosity and genuine interest in our innovative approach to index investing has been huge. Investment technology that has taken the US by storm is now available for Australian investors. With that in mind, we've put together some of the most frequently asked questions and answers. Take a look and reach out if you'd like to learn more. #directindexing #investing #familyoffice #financialadvice

The Briefcase team is thrilled to be featured on the Financial Review BOSS Most Innovative Companies list for 2024 by The Australian Financial Review and Cognizant! Being named in the top ten for the Banking, Superannuation & Financial Services category alongside some of the industry’s biggest names as well as category and overall winner Pathzero, is a great compliment. Huge congratulations to everyone on our talented team, investors and clients who have helped us build a truly innovative business. At Briefcase we are proud to be Australia’s pioneering provider of cutting-edge technology that is enabling financial advisers and family offices to design, implement, monitor and rebalance personalised Direct Indexing portfolios at scale.     #AFRMostInnovative2024  #investing #directindexing #financialadvice #innovation

With all the confusion about 'greenwashing', one thing is clear - it's difficult to solve a modern investing challenge with traditional approaches. We think there is a better way to give investors exactly what they want. #investing #ESG #financialadvice

Briefcase is pleased to be included in the latest Direct Indexing Market Map and Direct Indexing Directory produced by Tax Alpha Insider. This is a great resource to assist in understanding the Direct Indexing ecosystem which features vertically integrated wealth advisory firms, direct to consumer offerings, turnkey asset management programs (TAMPs) and SaaS providers. The latter, which is where Briefcase firmly sits, focus on equipping advisers to High Net Worth Investors and Family Offices to build and manage highly personalised portfolios at scale. We are honoured to be the only Australian provider on the list which includes leading players from around the globe. #directindexing #familyoffices #HNWinvesting #privatewealth #financialadvice

Briefcase is pleased to be included in the latest Direct Indexing Market Map and Direct Indexing Directory produced by Tax Alpha Insider. This is a great resource to assist in understanding the Direct Indexing ecosystem which features vertically integrated wealth advisory firms, direct to consumer offerings, turnkey asset management programs (TAMPs) and SaaS providers. The latter, which is where Briefcase firmly sits, focus on equipping advisers to High Net Worth Investors and Family Offices to build and manage highly personalised portfolios at scale. We are honoured to be the only Australian provider on the list which includes leading players from around the globe. #directindexing #familyoffices #HNWinvesting #privatewealth #financialadvice

The Briefcase technology team has been busy releasing some great new features over the last couple of months. Take a look and stay tuned for some exciting developments coming soon!

Briefcase is delighted to announce the release of new features and enhancements to our Direct Indexing platform, making it even easier for advisers to design and manage institutional grade, highly personalised portfolios for clients. Demonstrating for clients how their proposed portfolio would have performed over time has never been easier. Advisers can now elect to run an out of sample backtest simulation for a Direct Indexing portfolio at the click of a button. We've also added new free-form description fields for every portfolio so you can quickly and easily select the client portfolio you need. Finally, keeping track of a client's tax position is now straightforward with new aware reporting included for both live portfolios and simulations. We have some big developments underway and look forward to sharing them with you in the months ahead. Take a look through the highlights attached and for a demonstration or access to our Direct Indexing platform, contact us at enquiries@briefcase.au. #directindexing #financialadvice #investing

Briefcase Founder and CEO Josh Persky in action yesterday presenting our cutting edge Direct Indexing technology at the Netwealth - See Wealth Differently (ASX:NWL) Accelerate Summit in Melbourne. The innovative 'Pitch-Fest' session featured four great emerging Aussie FinTech companies providing a quickfire introduction to their solutions - all focused on equipping advisers with solutions to drive both efficiency and better client outcomes. Thanks to the Netwealth team for putting on a fantastic event and inviting Josh to present alongside Angus Woods, Clayton Daniel and Rohan Berry (flawlessly hosted by Justin Carroll). #directindexing #financialadvice #investing

Hot off the press! We've just released the August 2024 monthly performance report for the Briefcase Multi-Asset Class Model Portfolios! Traditional portfolio reporting often takes weeks from the month or quarter's end to reach your inbox. At Briefcase we've made this a thing of the past by ensuring our reports are published on the first business day of the new month. At Briefcase, our mission is to provide advisors with an innovative and scalable approach to building high-quality, low-cost, institutional grade portfolios for every client. If you would like a copy of the latest report, please contact us at enquiries@briefcase.au #financialadvice #investing #wealthmanagement

Our Head of Distribution, Geoff Kellett in action this week talking to members of the Stockbrokers and Investment Advisers Association about Direct Indexing, the benefits for clients, and why it's the fastest growing financial product in the USA! Great to see the high level of engagement from members on the webinar and some excellent questions.