BRITech - Security

Security

Data Security

Security is not something we take lightly. We operate in a secured environment with enterprise-class security features to ensure that customer and business data is always protected.

Our customers rest easy knowing their information is safe, their interactions are secure, and their businesses are protected.

Data center & network security

1.1 Physical State

Facilities: Pivolt servers are hosted at Tier IV or III+, SSAE-16, PCI DSS, or ISO 27001 compliant facilities. Data center facilities are powered by redundant power, each with UPS and backup generators.

On-site Security: Our data center facilities feature a secured perimeter with multi-level security zones, 24/7 manned security, CCTV video surveillance, multifactor identification with biometric access control, physical locks, and security breach alarms.

Monitoring: All Production Network systems, networked devices, and circuits are constantly monitored and logically administered by Pivolt staff. Physical security, power, and internet connectivity beyond co-location cage doors are monitored by the facilities providers.

Location: Pivolt leverages data centers in the United States and Europe. Customers can choose to locate their Service Data in the US-only or Europe-only.

1.2 Network security

Transmission Security: All communications with Pivolt servers are encrypted using industry standard HTTPS over public networks. This ensures that all traffic between you and Pivolt is secure during transit. Our network is protected by firewalls and best-in-class router technology.

Logical Access: Access to the Production Network is restricted by an explicit need-to-know basis, utilizes least privilege, is frequently audited and monitored, and is controlled by our staff.

Encryption in Transit: Communications between you and Pivolt servers are encrypted via industry best-practices HTTPS and Transport Layer Security (TLS) over public networks. TLS is also supported for encryption of emails.

1.3 Availability & continuity

Redundancy: Pivolt’s data center facilities employ network redundancies to eliminate single points of failure. The strict backup regime ensures Service Data is actively replicated across primary and secondary systems and facilities.

Disaster Recovery: Our Disaster Recovery program ensures that our services remain available or are easily recoverable in the case of a disaster.

Application Security

ASP.NET MVC Framework Security Controls

Pivolt utilizes ASP.NET MVC framework security controls to limit exposure to OWASP Top 10 security flaws. These include inherent controls that reduce our exposure to Cross Site Scripting (XSS), Cross Site Request Forgery (CSRF), and SQL Injection (SQLi), among others.

Separate Environments: Testing and staging environments are separated physically and logically from the Production environment. No actual Service Data is used in the development or test environments.

Single sign-on (SSO): Single sign-on (SSO) allows you to authenticate users in your own systems without requiring them to enter additional login credentials for your Pivolt instance.

Configurable Password Policy: Pivolt provides several password rules that can be configured by the system administrator to strengthen password security and prevent unwanted access.

Secure Credential Storage: Pivolt follows secure credential storage best practices by never storing passwords in human readable format, and only as the result of a secure, salted, one-way hash.

Access Privileges & Roles: Access to data within Pivolt is governed by access rights, and can be configured to define granular access privilege.

Let our platform digitize your business

Contact our sales team and learn more about BRITech infrastructure services and platform solutions for investment management.

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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