BRITech - About Us

About BRITech

Nice to meet you!

BRITech is a B2B Vertical SaaS FinTech company with 180+ customers in Brazil, Mexico, Chile, Peru and Espanha and more than 60 dedicated full-time professionals.

The company was founded in 2012 by Yuryi Ferber and James Harrison as a professional services company (BRIT Services at the time). In 2014, the company was renamed as BRITech and began the transition to a SaaS company dedicated to Investment Management ecosystem.

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  • Yuryi Ferber
    Founder and Chief Executive Officer

    A successful entrepreneur with a 20+ year track record, Yuryi was previously CEO and founder of YMF, a leading financial software company with 300 employees that was later sold to TOTVS. A well respected authority in the Brazilian technology sector, Yuryi is often called upon to advise firms and individuals on IT best practice and solutions. Before founding YMF, Yuryi spent 8 years in the Investment Bank GARANTIA as a Trader and Portfolio Manager.

  • Raul Tortima
    Global Expansion Strategy

    Raul has a bachelor in Business Administration and Computer Science, also an MBA in Finances from Ibmec. 20+ years of experience in the financial markets, having worked for different financial institutions. Founder & CEO of Atatika (2007), a leading provider of software for the investment segment, focused on SMB market. Leader of Britech’s global expansion effort in South America and Europe.

  • Marcos Puccini
    Global Chief Growth Officer

    Joined BRITech in 2014 and is responsible for Global Growth and Financial Officer. Marcos has over 20 years’ experience in the technology industry, most recently in executive roles focused on business development, M&A, operations and strategic planning. Prior to BRITech he was CFO at YMF, TOTVS, DATASUL, and BEMATECH.

  • James Harrison
    Co-Founder

    James Harrison is co-founder of BRITech, heads the R&D Centre in London and is responsible for setting the company’s technical direction. Over the past 15 years, working at FIDESSA, James has established a strong reputation for developing and delivering robust high-performance trading platforms in London, Hong Kong, New York and Sao Paulo. His experience and global perspective enables the company to leverage different approaches and exploit the latest technologies in its solutions.

  • Antonio Pinto
    Chief Financial Officer

    Responsible for finance and administration, joined BRITech in 2016. Bachelor in Business Administration (FGV) with MBA in Finance (FIA / USP) with over 20 years of experience in financial services companies such as Banco Matrix, GP Investimentos, Bassini , Playfair & Wright, Citigroup Brazil and UK and others.

  • Luiz Gasparelo
    Chief Product Officer for the Brazilian Market

    Luiz is responsible for the Operational activities. Luiz has over 20 years of experience in the Brazilian financial markets, applying his business expertise to product development and implementation at Bradesco, YMF, DATASUL and TOTVS.

  • Gonçalo Fernandes
    Chief Operating Officer

    Graduated in Economics at Mackenzie University with Banking specialization at FGV. Gonçalo has over 20 years of experience in the financial market serving assets, wealth managers and broker dealers in São Paulo, Luxembourg and New York. Already worked for Banco Votorantim, Banco Itaú, Deutsche Bank and Bank of America. In BRITech, he is responsible for the areas of Service Desk, Delivery and BPO.

  • Fernando Braga
    Chief Engineering Officer

    Graduated in computer engineering at PUC-RJ, with an MBA in Finance from IBMEC, now a days Insper. Fernando is co-founder of BRITech and his professional career has always been focused on the financial market, having previously been a partner at YMF working in the Asset Management market and then as a risk control manager for Banco Itaú’s treasury. He is currently responsible for BRITech’s distribution franchise in Brazil.

  • Eduardo Freitas
    Chief Product Officer for Global Markets

    20+ years of experience in different software projects, of the most varied sizes and complexity. Expert developer and software architect experienced in the state of the art technology. Leads the Engineering team, creating innovative solutions to meet client needs.

  • Antonio Neri
    General Manager – EMEA

    Antonio brings 20 years sales management experience in the financial technology sector with an outstanding track record of leadership and visionary expertise demonstrated through multiple career achievements. Most recently he had been heading up sales in EMEA at Broadridge for the Mid-Market and Investor Communication Solutions. Antonio has also provided consulting services to various startups in the design and implementation of go-to-market strategy for maximum impact. Antonio is responsible for BRITech expansion and growth across EMEA.

  • Ger van Nijkerken
    BENELUX Growth Officer

    Ger has spent the first part of his career as Financial Director at several organisations like Apple Computer Europe. Since mid 90’s he became involved in commercial assignments and ever since he worked at different organisations to hunt for new business and setting-up new sales organisations in new territories. He also worked for more than 12 years as Regional Director for Advent Software (part of SS&C) to build out the BeNeLux, build-up the Middle-East and Pacific. Since 2013 he is running his own Software House and represents BRITech in the BeNeLux and other parts of Europe.

  • Bruno Enrique Malca Chavez
    LATAM Growth Officer

    Executive with more of 15 years of experience, 10 of them as management consulting and 5 on information technology management. The last 3 years putting together and leading the operative platform of consultancy (focusing on Digital Transformation & Digital/Enterprise Architecture) on financial markets. As management consultant and IT manager I worked with leaders of the financial sector in Brazil, Peru, Panama, Chile and USA. Co-Head of LATAM Expansion covering Mexico, Chile, Peru and Colombia.

  • Steven P. Mars
    USA Growth Officer

    Steven Mars is a co-founder of MD Solutions responsible for business development and executive leadership. Since 2004, Steven has guided MD Solutions through the creation of multiple service and business verticals aimed at resolving challenges facing the investment management industry. Drawing upon his direct experience in the industry, working as a technology consultant and a professional services provider, Steven has assisted hundreds of clients realize the full value of integrating their staff and technology. Transitioning from a focus on process redesign through the use of on-premise technology to cloud-based solutions, Steven’s focus is now the delivery of world-class cloud-based technology solutions that are industry compliant and cost effective.

  • Mikhail Nassimov
    UK Growth Officer

    Mikhail is a seasoned executive with significant experience across investment and private banking businesses. Formerly, Mikhail held a position of Executive Director within JP Morgan’s Private Banking business in London where he headed teams of business and risk managers across EMEA region and in the prior year’s worked within Morgan Stanley’s investment banking and equity capital markets teams. Mikhail studied at Brunel University where he graduated with a First Class Honours degree in Economics and Business Finance. Mikhail is an advocate and champion for innovation and frequently advises start-ups in the Wealth Management sector. Currently Mikhail is responsible for driving BRITech client growth in the UK. He resides in London with his wife and children.

  • Wilson Medeiros
    BRAZIL Growth Officer

    Graduated in Business Administration at UNIMES, with MBA in Business Specialization at FGV and certified as a Leader Coach by ICI in São Paulo. He built his career in the sales segment having worked at banks such as Santander, Pine, Fibra and BMC as a senior executive in the commercial area. He also accumulates experiences as chief commercial executive Grupo Flytour American Express, Grupo Galcorr Corretora de Seguros and recently at Loparlo – a company specialized in commercial strategy. Wilson is responsible for driving the growth of BRITech’s customers in Brazil.

  • Javier Martinez Diez
    IBERIA Growth Officer

    Javier has built his career in consulting having held senior management positions at Cap Gemini, EY and Roland Berger before leading the international expansion operations at Telefonica. Javier accomplishments continued at Banco Santander where he was responsible for technology and operations and the launch of large digital transformation projects. Most recently Javier has been a technology advisor to Finanbest, a robo-advisor wealth tech company. In his pastime Javier restores classic cars and motorcycles, he is a proficient aircraft pilot and looks after his three generation family wine estate Protos.

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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