After a thorough search and testing period, Tracs in Norway has chosen and implemented BRITech's Portal technology as it main communication platform with its direct clients and its B2B customer base.
For each client, group of clients, each Family Office, Fund Manager, Wealth Manager etc. Tracs offers now every one's own customised Information Platform with each client's own look and feel and its own formatted presentation layers. Information is available 24/7 and almost real-time.

"We are very proud to have such an entrepreneurial organisation onboard. Tracs has deployed our Portal technology with the highest quality and customer centric approach, we were hoping for and hence, we are looking forward to further expansion of our partnership", Marcos Puccini, Chief Operating Officer BRITech.

Tracs provides services as trading, settlement, warehousing and reporting for investment advisory firms. But also services such as the shareholders' register, compliance advice and special reports. The company's clients today include fund managers, investment advisory firms and family offices.

​Information:
nijkerken@britech.global
+31 6533 9 6533

WtR Software is happy to announce it will take on Spain as well for BRITech. Since the last 2 1/2 years WtR Software has been active in promoting and implementing BRITech's software investment suite Pivolt into the Nordics, BeNeLux and France. Now Spain will become part of this endeavour.
"We are very excited and grateful of BRITech's confidence and will push forward to extend our BRITech family in Europe", Ger van Nijkerken, MD of WtR Software.

Julius Bär Streamlines Operations and Enables Sustained Growth with the BRITech Platform.
Julius Bär is one of the largest family office organizations in the world. Over the last 100 years, they have brought their focus on wealth management to families worldwide, supported today by over 6000 employees, including 1500 relationship managers, across 25+ countries.

At the 2021 BRITech Connect Global Conference, Theirry Battistini, CFO of Julius Bär Family Office (JBFO) shared how BRITech played a pivotal role in enabling a transformation in operational efficiency, improved integration, and consolidated IT architecture.

“BRITech is the very center of our business architecture. We believe in the product and in the solution for the future of our operation.” Thierry Battistini
CFO

See for interview:
https://britech.global/en/cases/jbfo/

​​Information:
nijkerken@britech.global
+31 6533 9 6533

As Example:
Why business development and Matchmaking in the Kurdistan Region?
The Kurdistan region is restoring its own grain production and growing vegetables (from importer to exporter), drink water management, including desalination and the development of its own agri-food industry. In addition, there are great opportunities for cooperation in dairy farms, greenhouses (horticulture) , poultry farms and drink water purification as well as supplying of pumps and hydraulics in all sectors. A MOU has been signed between the Dutch Government & KRG for developing and supporting the agriculture sector in Kurdistan Region. 

Mr. Bakir Lashkari is a versatile and multi-skilled professional with a broad background. He has master’s degrees in Business Administration (Nyenrode) , Leadership Dilemma’s & profitable Growth (IMD) and Marketing Access (INSEAD) and in PIM - Professional Interim Management (Nyenrode).
Mr. Bakir Lashkari is organizing continiously Trade Missions for Dutch and other European Companies in various sector to the MENA & ASIA regions, building and developing a business bridge between private and public institutions and companies, promoting Dutch know-how, products and services around the world.   

We are very proud that Alena from the Brussels area in Belgium has decided to replace their current software investment solutions with the Pivolt suite from BRITech.
After a thorough check and balance search by Alena’s operations and their board BRITech was awarded to become their partner for the heart of their investment administration.
Implementation has started and is expecting to end late Q3.
 
Alena has chosen the complete Pivolt suite with Pivolt Desk, Front, CRM, Billing and Portal to provide Portfolio Management, Trade Order Execution incl. compliance, model portfolio, rebalancing etc., CRM and onboarding, Billing for Fee calculations and Pivolt’s state of the art Portal to offer their customers dashboards, reporting and actual news on the fly on any device at any time.

​Information:
nijkerken@britech.global
+31 6533 9 6533

Avirefinance, an independent Multi-Family Office in Paris, is going into production with BRITech's solution Pivolt. Pivolt will replace its present Portfolio system. 
Implementation executed by WtR Software from Amsterdam.

After a thorough search Avirefinance has chosen BRITech over others for its flexibility, its self-supporting environment, its completeness and its distribution of information by Pivolt Portal for internal management information as well as external to its families.
​Pivolt will not only replace its present PMS solution, but as well all additional spreadsheets around it.


Information:
nijkerken@britech.global
+31 6533 9 6533

Tracs Services has chosen BRITech Portal as their presentation layer to their customers.
This environment will be their communication and reporting platform for all their businesses ie. private investors as well as business to business.
Every single user will have their own view and unique reporting environment at any device, anytime, anywhere. Also, it can be used for questions, order taking amongst others.
 
Tracs Services being the first in Norway to embed BRITech technology into their information Portal to the marketplace, will now be able to provide every single customer the exact information to their needs.
Tracs Services has been very  impressed with the proven solutions of the Fintech organisation from London and Sao Paulo.
​

​Information:
nijkerken@britech.global
+31 6533 9 6533

This article highlights considerations when implementing new systems from software providers that offer packaged software products developed as a general end-to-end solution for a specific sector, the so-called software ‘as is’. Implementing software ‘as is’ on premise or in the cloud can be a relatively easy task, since the software requires configuration based on standard templates. By parametrising the templates, the new solution becomes your environment with your company attributes and look and feel. This is a very important assumption to consider since the very reason why an Investment Management organisation has decided to acquire a well-designed, ready-to-use, out of the box software was to avoid a costly and lengthy customisation and development project.

However, in almost any situation, there is indeed a need for customisation and development. The reason for this is to be found in the peculiarities of each Investment Management organisation, its history and its specific unique proposition to its market place that will undoubtedly require adjustments and additional features in order to cover all special aspects required by the organisation for providing its services.
Also, it might be that the organisation is serving in a specific jurisdiction that is not provided by the software package. There are additional aspects to take into consideration, for example: The connectivity with custodians and brokers needed to automate the new environment and which may not be readily available within the software package. The historical data that needs to be migrated from legacy system(s) and which need to be made available somehow in the new software solution in order to provide reporting to clients.
Last, but not least, organisations may have additional requirements which are critical and a must to have to operate the business and that require software development. Therefore, it is very unlikely that an organisation can implement the software solution ‘as is’ without requiring any adjustments, customisation and some development. Especially in Europe where many jurisdictions, regions do have their own way of operating, managing customers, deal with local regulations and customs, even though the majority of the countries have complied with EU directives and EU regulations.

See full article:
BRITech blog

Information:
nijkerken@britech.global
+31 6533 9 6533

Several trends, including wide-spread digitalization and ever-increasing regulations, are pressing investment management organisations to strengthen their infrastructure. These changes are also influencing their market place, their market approach and are challenging their very own organisational set-up.

See full article:

BRITech Blog

Information:
nijkerken@britech.global
+31 6533 9 6533

Simplifying Investment Management with SaaS

Our CEO, Yuryi Ferber, brought BRITech to Banking CIO Outlook’s magazine! Quoting Yuryi, “being a customer-centric company is part of the core principles we follow at BRITech, and we ensure customer satisfaction by providing a platform for their specific needs”, it summarizes our approach towards the market and guarantees the evolution of our performance. The wealth management industry is digitizing at breakneck speed, while companies simultaneously seek improvements in customer experience, operational efficiency, and regulatory compliance: the right technology can create clear competitive advantages.

See for full article:

BRITech Blog

Information:
nijkerken@britech.global
+31 6533 9 6533