BRITech - Privacy Policy

Privacy Policy

BRITech S.A.’s Privacy Policy (“Policy”) ratifies its commitment to the principles of ethics, transparency, security and respect in relations with its Users (“Users”).

BRITech is very concerned with the transparency, privacy and security of your data, which is why it guarantees the protection of personal information to all those who use our Platform, download our application on your cell phone, travel on our websites, request any of the our services, become our customers, use our services or contact us by any means.

BRITech does not sell, rent or trade Users’ personal information with third parties without explicit consent or as required by law.

In order to provide services and in connection with its business objectives and activities, BRITech may share Users’ personal information with other companies in the same economic group or third parties that perform services on its behalf.

Examples of such third parties and services include consumer identification verification services, public accounting firms and other professional firms and some other suppliers and service providers that perform marketing, advertising, research and analysis services. BRITech signs contracts that require these third parties to keep such information confidential and to treat it with complete security.

BRITech may also disclose personal information in response to legal process services, such as court orders, subpoenas or subpoenas, or as permitted or required by law, when it deems it necessary or appropriate to investigate, prevent or act in relation to illegal activities, suspected fraud (including identity theft), money laundering or any situation that may violate the Terms of Use, the Privacy Policy and the Contracts between the User and BRITech.

The information collected by the Platform or provided by the Users is recorded and stored in our databases, observing the necessary standards of security, confidentiality and integrity.

You can request the review and correction of your data at any time, through any of our service channels. When you finish your relationship with BRITech, you can request the deletion of your data from our databases. However, in order to comply with legal obligations, we may store certain data for the period and on terms that the applicable legislation requires.

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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