Briefcase Partners with Desktop Broker to Enhance Adviser Access to Non-Custodial Investment Solutions.

Jun 30, 2025•21 days ago

Contract Type

partnership

LondonAccountingLegal TechFintechMachine LearningSaasArtificial IntelligenceSoftware

Description

Briefcase has partnered with Desktop Broker to provide advisers with access to direct indexing technology and institutional-grade ETF model portfolios. This collaboration aims to improve portfolio flexibility and cost-effectiveness for complex, high-net-worth clients.

Company Information

Company

Briefcase

Location

London, England, United Kingdom

About

Briefcase is a UK startup focused on disrupting the accounting industry with AI-powered automation. The company is developing the first AI-native accounting automation platform aimed at streamlining traditionally manual processes like bookkeeping. Founded by Reuben Steenkamp and Jan Stehlik, Briefcase seeks to improve efficiency and reduce the burden of repetitive tasks in accounting firms. The company is currently in its pre-launch phase and collaborating with various UK accounting firms.

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Strategic partnership established

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Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months

Briefcase Partners with Desktop Broker to Enhance Adviser Access to Non-Custodial Investment Solutions.

Description

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