Pivolt is a proven Investment Management Software suite of BRITech, which has been live for around 6 years. Our development centre is in Sao Paulo and we have sales, marketing and support offices in London, Amsterdam and Pennsylvania. We also have our support centre in Belgrad. In total, we enjoy now more than 200 customers globally, spread over the Americas as well as Europe.
We offer a complete suite of components which manages the entire lifecycle of a wealth management company, but also asset managers, private banks, family offices, fund managers, hedge funds etc.. Our solutions can be integrated with existing environments or can be used as stand-alone.
Our suite consists of:
Pivolt Desk, Portfolio Management, the accounting engine for all financial and non-financial securities. Pivolt Front, Trade Order Execution for creating orders, modelling, compliance checking, rebalancing etc. Pivolt Billing to create automatically all sorts of management fee invoices etc. Pivolt CRM offers all CRM functionalities you expect, incl. on-boarding processes. Pivolt Portal, to share management information internally and offer end-customers access to information on any device, including placing orders by clients. The solution can be deployed on client premises or delivered through the Cloud via Microsoft Azure infrastructure.
We do interface with many types of sources (general ledger, banking systems, custodians etc.) and we have an intuitive and flexible way of reporting in multiple currency and multiple languages. We can provide references from our existing clients upon request.