BRITech - Making Investment Management Digital, Simpler and Faster

An easy-to-use investment management platform

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

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Pivolt

Portal

Pivolt Portal 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.

Key Features
Pivolt

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.

PivoltBilling 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.

Key Features
Pivolt

CRM

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.

Key Features
Pivolt

Desk

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.

Key Features
Pivolt

Front

Designed to operate standalone or integrated with other Pivolt components. Our product embodies a true IBOR (Investment Book of Record) concept. With robust rebalancing and compliance monitoring features included, Pivolt Front streamlines and simplifies your entire trade process.

Key Features
Pivolt

Market Risk

Simple, fast and scalable, a solution used by over 100 customers.

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

Key Features
  • Pivolt

    Portal

    Pivolt Portal 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.

    Key Features
  • Pivolt

    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.

    PivoltBilling 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.

    Key Features
  • Pivolt

    CRM

    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.

    Key Features
  • Pivolt

    Desk

    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.

    Key Features
  • Pivolt

    Front

    Designed to operate standalone or integrated with other Pivolt components. Our product embodies a true IBOR (Investment Book of Record) concept. With robust rebalancing and compliance monitoring features included, Pivolt Front streamlines and simplifies your entire trade process.

    Key Features
  • Pivolt

    Market Risk

    Simple, fast and scalable, a solution used by over 100 customers.

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

    Key Features

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.

  • +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 | +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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pivolt portal

  • Dashboards & Reports

    • Portfolio positions available to investors at anytime and anywhere
    • Users can quickly build new reports layouts without the need for custom engineering
    • Several information models available to meet the best market practices
    • Unlimited hierarchical portfolio views for household structures
    • Numerous data options, including graphs, when composing a dashboard – allocations, absolute and comparative performance, risk measures, trades, holdings, gains & losses
    • Transform your dashboard into exportable data, in PDF and XLS formats, maintaining the same displayed layout
    • Break one portfolio into sub-portfolio views
  • UX Focuses

    • Adaptive Brand Identity allows for configuration of color palettes and logo-images
    • Full support for different types of devices (smartphone, tablets) in a responsive interface
    • Easy to use with a fast learning curve
  • Plain Communication

    • Built-in mail shooter to send or schedule report mailings to a group of clients
    • Webchat to instantly communicate with investors
    • Dashboard vault to enable public and private client’ information management in a single secured place

Product Screen View

pivolt billing

  • Structures

    • Create billing structures, including daily, average, in advance, and arrears
    • Configurable portfolio’s computing base – Gross Asset Value, Net Asset Value, Portfolio Value
    • Complete billing scheduler – allows for fixed periodic fees or minimum/maximum payments setup
  • Performance fee Calculation

    • Allows you to develop specific calculations, according to company practices
    • Performance information available for use in customizable reports (dashboard)
    • Choose the performance fee calculation from: High-Water Mark, Hurdles, Benchmark comparison
  • Custom and Flexible Views

    • Remove an asset or group of assets from a calculation basis
    • Quickly build new formulas without the need for custom engineering
    • Flexibility in setting recurring expenses

pivolt crm

  • Digital Customer Onboarding

    • Complete customer profiles with customizable questions, including KYC. Find relevant information at your fingertips
    • Client Onboarding process with a flexible workflow
    • Opportunities management: leads categorized by stages in a business book
  • Sales force Management

    • Calendar management with tasks and appointments, integrated with Outlook
    • Alerts for events like birthdays, anniversaries, client’s reviews, with appropriate messages for the occasion
    • Flexible configuration to support sales commission (internal and distributors)
    • Data exportable to Excel
  • UX Focuses

    • Full support for different types of devices (smartphone, tablets) in a responsive interface

Product Screen View

pivolt desk

  • Portfolio Management

    • Comprehensive portfolio management, embracing several types of asset types
    • Full support for bonds corporate events, funds and stocks
    • Flexible fixed income support, including inflation-linked bonds and step-up rates
    • Short sales/stock loans, including fees
    • Non-financial assets handling, such as real estate
    • Innovative funds look-through
  • Performance and Risk

    • Performance evaluation different methods: Time Weighted Return, IRR, Modified Dietz
    • Blended benchmarks for portfolio performance comparison
    • Composite performance calculations
    • Some risk measures, such as Sharpe, Sortino, volatility, Tracking error
  • Multi-Currency

    • Multi-currency reporting, including nominal and currency gains & losses
    • Report’s auto conversion for different currencies
    • Allows different currency portfolios organization

pivolt front

  • Orders, Rebalance and Compliance

    • Complete orders workflow – registration / approval / transference / process
    • Automatic rebalancing instruments
    • Portfolio compliance monitoring in real-time
  • Market Standards

    • Coverage of multiple asset types (equities, fixed income, funds, derivatives)
    • IBOR, real time positions, cash-flow, Profit & Loss
    • Allow full integration with main brokers beyond Fix Protocols
  • Custom Structures

    • Custom hierarchical structures for any dimensional view (strategy, book, category, industry, issuer)
    • Follow your strategies results from a dashboard or through the reports it generates

Product Screen View

pivolt risk

  • Risk Management and Compliance

    • Asset pricing, strategies and portfolios with allowing for consolidation.
    • Exposure and sensitivity to various risk factors configurable with parametric and non-parametric models
    • Simulation of real-time operations with customizable stress scenarios
    • Automatic consolidation each time an invested fund is changed by the manager
    • Compliance module and limits control
  • Reports Big Data Analysis

    • Benchmarking, Tracking Error and analysis of hundreds of portfolios per minute
    • Bespoken Reports and Global Data Coverage