Active personalisation is the new active investing. Briefcase allows you to design portfolios with client, advisor & market inputs in minutes so your clients get exactly what they want.
| Website | https://www.briefcase.au |
| Employees | 5 (3 on RocketReach) |
| Founded | 2022 |
| Address | 383 George St, Sydney, New South Wales 2000, AU |
| Industry | Financial Services |
| Keywords | Personalized Investing, Portfolio Management, Active Investing, Investment Portfolio, Portfolio Construction, Financial Planning, Portfolio Design, Asset Allocation, Investment Strategy, Automated Investing, Wealth Management, Investment Solutions, Advisor Tools, Digital Advice, Risk Management, Investment Technology, Client Onboarding, Client Portal, Financial Technology, Financial Services |
| Competitors | Microsoft, Google, Dropbox, Box, Zoho, Asana, Evernote, Trello, IDOT, hotmail +42 more (view full list) |
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Briefcase Questions
Josh Persky is the Founder and CEO of Briefcase.
3 people are employed at Briefcase.
Briefcase is based in Sydney, New South Wales.
Top Briefcase Employees
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Josh Persky
Founder and CEO at Briefcase
Sydney, NSW, AU25+ -
Sean Doherty
Chief Technology Officer at Briefcase
Sydney, NSW, AU1
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