Brevio for Wealth Managers

Show your clients how simple grant-making can be. Let Brevio help you present your clients with highly eligible applicants, instantly.
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Show your clients how simple grant-making can be

With our data powered solutions you can manage all of your client’s grant-making portfolios in one place, while continuously finding well-matched organisations who can deliver on the causes that matter most to them.

Tools to take the confusion out of
giving for you and your clients

Insights and Grant Builder

Gain insights on the causes your client’s want to support as you build their grant criteria in real-time. Ensure your client’s funding impact goes even further by identifying different causes, beneficiary groups and locations most in need of funding.

Application Designer

For your more established clients, keep their brand front and centre. With our Application Designer you can create your own customised, branded, industry-aligned form in just a few clicks and add it to any website or campaign email.

Applicant Manager

Manage your client’s applications all together in one place with our Applicant Manager. Support your clients to sort, filter and shortlist their eligible applicants or easily push data to their grant management system with our seamless integrations.

Provide your clients with data powered insights and help them find highly eligible applicants
to deliver on their goals

Start finding applicants