BRITech - Pivolt Billing - Software for Investment Management

Components

Pivolt Billing

In today’s market, billing is no longer a simple process.

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 include:
  • Create billing structures, including daily, average, in advance, and arrears.
  • Select performance fee calculation – High-Water Mark, Hurdles, Benchmark comparison.
  • Select setting for the portfolio’s computing base – Gross Asset Value, Net Asset Value, Portfolio Value.
  • Exclude from calculation basis by asset or group of assets.
  • Complete billing scheduler – allows the setup of fixed periodic fees or minimum/maximum payments.
  • Flexibility to set recurring expenses.

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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