BRITech - Case Studies

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

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

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

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

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

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