Smart Tools For The Modern Adviser

Your expert knowledge and advice is key. Brisk is a platform to help Brokers, Accountants, IFAs and Business Advisers save time and strengthen relationships with clients.

  • Grow your digital brand and offer enhanced services to clients

  • Increase client engagement

  • Streamline company and director checks (KYC/AML)

  • Access new revenue streams

Stand-out from the crowd. Join these companies already using Brisk

Features

Company checker

Check new companies, monitor your client portfolio.

Companies House, credit report, Altman SME Z-Score, Cyber health check, Reputation, News, Flood and Crime risk… in one simple check.

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KYC checks and Monitoring

ID/PEP/Sanctions checks and monitoring including adverse media.

Connect to clients

Reduce form-filling and re-keying data. Enable your clients to share data with you so you can stay informed and react to new information.

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Dashboard

Client portal

Provide your clients with their own risk management portal, in your branding. Help them monitor critical clients and suppliers; reduce their risk of cyber crime; prepare them for the next disaster or disruption.

Access protection products

Seamless access to insurance and employee protection products from trusted providers

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As featured in

© Brisk 2020

Brisk and getBrisk are trading names of Collabrotech Ltd (11388497). Authorised and regulated by the Financial Conduct Authority (FCA) FRN 839587.

Registered address: c/o/ Founders Factory, Northcliffe House, Young Street, London, W85EH