that blends efficiency, simplicity and flexibility into an online suite that fully supports the needs of both front and back office operations. As a complete solution with open-ended configurability, BRITech is likely to be the last platform you’ll ever need.
You can provide your clients with a modern and easy-to-navigate client portal to access their portfolios, view documents and interact with your advisors. Our solution is white-labeled meaning we will integrate your logo and color schemes therefore enhancing your brand and value proposition to your clients.
It can be tailored to suit the client through custom columns, user-defined layouts and specifications. Our portal is integrated to Pivolt Desk, but can also be integrated to 3rd party portfolio accounting systems if needed.
Construct and manage portfolios that address your clients’ needs. Rebalance portfolios either individually or in groups using our automated rebalancing suite. Maintain a complete view of your clients’ financial positions by integrating with a wide range of data feed options that combine into a consolidated analysis across all asset classes.
Keep in touch with your clients and stay organized with our full-featured, integrated CRM. Leverage alerts, actions, and workflows to drive efficiency across your business. Easily manage your diary and tasks with Outlook integration.
Choose from over 100 highly-customizable widgets to create dashboards and reports are tailored to suit your exact needs. With full compatibility across desktop, tablet, and mobile you and your clients enjoy single sign-on access with the full spectrum of digital functionality expected by today’s users.
Pivolt Desk can serve as the repository for data received from a 3rd party, e.g. custodian, or it can be set as a standalone system maintained by the office. This approach could serve to double check the valuation and NAV (Net Asset Value) computed by the custodians and/or to provide clients with earlier reporting before the data is delivered by the custodians.
Connect with your brokers and custodians to electronically manage order routing and settlement processes. Create orders in bulk or individually with our integrated order execution capability.
Create custom billing structures, set schedules, and develop specific calculations using High Water-Mark, Hurdles and Benchmark comparison. Automatically calculate both management and performance fees in accordance with your business model using our flexible accounting platform.
Because of our unique blend of leading edge technology and team experience. We are 100% committed to ensuring that you get exactly what you need from your investment management platform. We stand behind our customers and support them with unparalleled customer service that translates to high satisfaction.
Unlike competing platforms which place online facades over aging back-end infrastructure, BRITech was “born digital” and was designed from day one to provide the modern online and branded mobile experience demanded by both you and your clients. Our solution is customer-driven, with ongoing input guiding our technology roadmap and the latest proven technologies and evolving wealth management needs continuously incorporated into the design. From Rebalancing to Trade Order Management, Business Intelligence to CRM, Document Management, Billing, Risk Assessment, and much more, BRITech is a complete wealth management suite.
What makes BRITech unique is our unwavering commitment to customer success. Our highly-responsive and deeply-experienced customer service team works closely with you to ensure that you get all the functionality, integration, visibility, reporting, and communication you need to grow your businesses and strengthen your relationships with your clients. Like a good partner, we are always there for you, responsive to your needs and ready to deliver the exact wealth management experience you need to be successful.
Our solution is built as a suite of seamlessly integrated modules which ensures that you have everything you need in one place and nothing gets lost in translation. From custodian data and trades, to dashboards and customer reports, you get consistent flow of financial information and clear, accessible reporting that matches your online dashboards. There is no longer any need for side reports, offline spreadsheets, or parallel applications to accomplish your goals or support your clients’ needs.
BRITech’s streamlined displays are designed to emphasize only the information needed to analyze the current financial picture and enable strategic decision-making. While full detail is always available, this streamlined view of financial information is a welcome difference that avoids information overload. Choose from a large library of highly-configurable display widgets to create the exact dashboards and reports you and your clients desire.