BRITech - Making Investment Management Digital, Simpler and Faster

An easy-to-use investment management platform

Leader in technology solutions and services, we help financial companies to grow their revenues through operational efficiency

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Key Feature

Portal, Reporting & Analytics

Delivers information on client portfolio performance, transactions, cost and market values, charts, graphs, and several other possible information with a wide range of data visualization formats.

It can be tailored to suit the client through custom columns, user-defined layouts and specifications. Our portal is integrated to PivoltDesk, but can also be integrated to 3rd party portfolio accounting systems if needed.

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Key Feature

Billing

Clients are demanding more clarity and detail on the price of services provided by the adviser. This critical function can become time consuming and error prone.

Billing provides a highly flexible, automated solution for billing. Our component allows for the calculation of fees according to different formulas and at varying levels of services provided. It can also be integrated with 3rd party portfolio accounting systems.

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Key Feature

Client Relationship Management

A set of features geared towards strengthening the Sales, Marketing, and Client Support functions.

We provide cost free database migration from your current systems to our platform.

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Key Feature

Portfolio Management

This is our flexible and straightforward portfolio accounting component. The portfolio accounting database is the repository containing all the vital information, current and historical, associated with a clients’ holdings, including positions, transactions, cost and market valuations, gains and losses.

PivoltDesk can serve as the repository for data received from a 3rd party, e.g. custodian, or it can be set as a standalone system maintained by the office. This approach could serve to double check the valuation and NAV (Net Asset Value) computed by the custodians and/or to provide clients with earlier reporting before the data is delivered by the custodians.

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Key Feature

Risk Evaluation

Market Value at Risk, Stress Scenarios, Liquidity Risk.

With robust rebalancing and compliance monitoring features included, BRITech streamlines and simplifies your entire trade process.

READ MORE →
Key Feature

Trade Order Management

Trade Blotter, Real Time Positions & Cashflows, Rebalancing, Compliance.

Automatically updated market data. Analyze your portfolios of funds, consolidating, in real time, the positions of the managers.

READ MORE →
  • Portal, Reporting & Analytics

    Delivers information on client portfolio performance, transactions, cost and market values, charts, graphs, and several other possible information with a wide range of data visualization formats.

    It can be tailored to suit the client through custom columns, user-defined layouts and specifications. Our portal is integrated to PivoltDesk, but can also be integrated to 3rd party portfolio accounting systems if needed.

    READ MORE →
  • Billing

    Clients are demanding more clarity and detail on the price of services provided by the adviser. This critical function can become time consuming and error prone.

    Billing provides a highly flexible, automated solution for billing. Our component allows for the calculation of fees according to different formulas and at varying levels of services provided. It can also be integrated with 3rd party portfolio accounting systems.

    READ MORE →
  • Client Relationship Management

    A set of features geared towards strengthening the Sales, Marketing, and Client Support functions.

    We provide cost free database migration from your current systems to our platform.

    READ MORE →
  • Portfolio Management

    This is our flexible and straightforward portfolio accounting component. The portfolio accounting database is the repository containing all the vital information, current and historical, associated with a clients’ holdings, including positions, transactions, cost and market valuations, gains and losses.

    READ MORE →
  • Risk Evaluation

    Market Value at Risk, Stress Scenarios, Liquidity Risk.

    With robust rebalancing and compliance monitoring features included, BRITech streamlines and simplifies your entire trade process.

    READ MORE →
  • Trade Order Management

    Trade Blotter, Real Time Positions & Cashflows, Rebalancing, Compliance.

    Automatically updated market data. Analyze your portfolios of funds, consolidating, in real time, the positions of the managers.

    READ MORE →

BRITech
in numbers

Our achievements shows our commitment to our customers, establishing BRITech around the globe as a benchmark for solidity and security in the market.

  • +300
    active customers
  • +1million
    processed positions per day
  • +US$1trillion
    of assets under control
  • SaaS
    business model
  • Since 2014
    in the financial market
  • 10 offices
    around the world
+250 active customers | +1million processed positions per day | +US$1trillion of assets under control | SaaS business model | since 2012 in the financial market | 8 offices around the world | +250 active customers | +1million processed positions per day | +US$1trillion of assets under control | SaaS business model | since 2012 in the financial market | 8 offices around the world | +250 active customers | +1million processed positions per day | +US$1trillion of assets under control | SaaS business model | since 2012 in the financial market | 8 offices around the world

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