Investment Solutions
Our solution Pivolt Global is offering robust, proven technology to support the investment community with a very complete suite of software components.
We are representing BRITech in the BeNeLux and Switzerland, providing a complete solution for the investment community to support your back-office operations (PMS), as well as Front (Trade Execution), Customer Relationship Building, Revenue billing and a Portal for internal and external communications and reporting. Pivolt Desk This is our flexible and straightforward portfolio accounting system. The portfolio accounting database is the repository containing all the vital information, current and historical, associated with a clients’ holdings, including positions, transactions, cost and market valuations, gains and losses. Pivolt Front Designed to operate standalone or integrated with other Pivolt components. Our product embodies a true IBOR (Investment Book of Record) concept. With robust rebalancing and compliance monitoring features included, Pivolt Front streamlines and simplifies your entire trade process. Pivolt CRM It contains all the features geared towards strengthening the Sales, Marketing, and Client Support functions. Pivolt Billing 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. Pivolt Portal Pivolt Portal delivers information on client portfolio performance, transactions, cost and market values, charts, graphs, and several other possible information and formats. It can be tailored to suit the client through custom columns, user-defined layouts and specifications. Our portal is integrated to PivoltDesk, but can also be integrated to 3rd party portfolio accounting systems if needed. |
Solutions
Investment Solutions A complete suite to support all functions within the investment community.
GRC Governance, Risk and Compliance. Scheduling Planning and Scheduling for Manufacturing and Logistics organisations. ABC Activity based Costing (Cost to Serve). |
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