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 →
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 →
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.READ MORE →
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 →