Blog Posts - WtR Software

Areas to consider when implementing new solutions

12/3/2021

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.

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BRITech blog

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Compelling demands to strengthen Infra-structure by enhanced automation

15/2/2021

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.

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BRITech Blog

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Trends in Global Wealth Management Industry

15/2/2021

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.

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BRITech Blog

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Avirefinance chooses Pivolt from BRITech !

31/12/2020

Avirefinance, an independent Multi-Family Office in Paris, has decided to join our BRITech family and will replace its present Portfolio Management systems by the Pivolt Suite from BRITech.
Implementation to be 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.

Information:
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BRITech passes its 300 customer mark !

26/11/2020

In April this year we reported over 225 customers, now we are proud to report over 300 !

BRITech, our organisation, Pivolt our solution suite.

Pivolt is our 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 300 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 do provide references from our existing clients upon request.

Information:
[email protected]
+31 6533 9 6533

WtR Software now offering Software Development !

8/10/2020

Next to offering standard solutions in the areas of Financial Services, Manufacturing and Logistics, WtR Software has also formed a group of highly skilled developers not only to customize these standard solutions, but also build solutions completely customized from customer’s specifications.
The experience of our developers is very broad in terms of Back-Office as well as Front-Office bespoken solutions, incl web-design.
Below is a summary of our expertise:

Software development

Java, C/C++, PHP, Ruby Linux, Windows, Unix UML, OOD, Design Patterns, MVC Agile development, Scrum, SDLC, RUP CVS, SVN, Git, Ant, Maven, JUnit Eclipse, Netbeans, Aptana

Semantic Web development
RDF, OWL, Jena SPARQL, LOD

SOA and Web Services
SOAP, WSDL, JAAS REST, JSON, XML third party API integration and social web development ESB, MuleESB

Web development
Java, J2EE, JSP, EJB PHP, Ruby, Pyton Struts, Tiles, Spring CSS, HTML, XML, XSLT Ajax, Flex, JavaScript jQuery, YUI Tomcat, Jetty, Apache, GlassFish, JBoss, Webrick, Cocoon

Database design and development
SQL, Oracle, MySQL, PostgreSQL, FileMaker Hibernate, DataMapper, ActiveReport JDBC

All activities are carried out based upon mutual agreed client specifications and executed within time and budget according a pre-defined contract.
Our rates are competitive due to the high knowledge and expertise of our developers, resulting in fast and agile projects.

Info:
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Office +31 2082 0 3747
Mobile +31 6533 9 6533

Get to Know Britech: How Our Technology Can Help You

8/9/2020

If you’re a wealth manager, the chances are that your day is jam-packed all throughout. From early morning wake-ups to client meetings, and tedious investment reporting, it’s easy for life to get a little complicated. For many, the core problem of working in the financial industry comes down to productivity and efficiency. With all that there is to do in a day, minimizing your efforts and maximizing your return is key.
Thankfully, the solution is simple. Investment management software can help streamline your wealth management services while optimizing your financial strategies. The best part is that it gives you more time to focus on the tasks that you do best. With the right software, you can look forward to saying goodbye to hands-on manual admin and farewell to keeping up with your time and expense tracking. This type of technology can do it all.

For the full article see BRITech Benelux

Information:
Ger van Nijkerken
[email protected]
+31 6533 9 6533

How AI Can Help Advisors Become More Proficient

6/8/2020

When you think of financial advisors, the chances are that you don’t immediately relate it to artificial intelligence (AI). As digitalization has revolutionized many, if not all, services, the financial industry is rapidly evolving too. Advances in AI have made huge dents in the financial planning sector where advisors can not only improve their service offering but their results as well. When it comes to making advisors more proficient, AI comes highly recommended. The wealth management universe has opened its doors to making it easier for consumers to assess their financial health, make informed investment decisions, and plan for long-term goals. With the right advisor, this can be the combination of a winning investment portfolio. With the traditional advice world being disrupted by AI’s new wave of financial services, it’s essential that advisors keep up. Failing to do so can be the deciding factor between your firm and your competitor. In this article, we will tackle how you can use AI to distinguish yourself in the market and improve your client offering.

For the full article see BRITech Benelux

Information:
Ger van Nijkerken
[email protected]
+31 6533 9 6533

Buy, Build or Hybrid?

13/7/2020

Achieving Digital Excellence - Wealth Management Playbook

Wealth management firms have entered a new era of digital transformation. Achieving digital excellence is a process and culture of continuous improvement. It is a complex field and picking the right strategy and partner is critical for any wealth management organisation. Visit Britech to find out how we can help differentiate your business by delivering personalised, high-touch client-advisor platform through flexible and cost-effective technology.

For the full article see BRITech Benelux

Information:
Ger van Nijkerken
[email protected]
+31 6533 9 6533

BRITech in list of 50 most innovative companies!

30/6/2020

BRITech, reference company in technology for investment management, was listed as one of the top 50 innovative companies of 2020 according to The CEO Views magazine.
The list highlights some of the companies who offers the best solutions in the technology industry. The presented list aspires to assist individuals and organizations to find the best companies to help them accomplish their projects.
It’s a great honor to announce BRITech as one of the top 50 Innovative Companies of 2020,” said Ben Johnson, Managing Editor of CEO Views. In an exclusive interview, our founder and CEO, Yuryi Ferber, explains the reasons that lead him to found BRITech, shows the benefits that our customers obtain by having a pure SaaS solution in their business and presents some of the features of our solutions.
"BRITech's mission is to help Investment Management companies of any size to provide the best possible services for their customers. Together we’re building a Wealthy World”, reinforces Ferber. In addition, BRITech is a customer-centric company and ensures customer satisfaction by providing a platform for their specific needs.
The CEO Views is a print and digital magazine in United States, that aims towards providing the perfect platform for entrepreneurs to connect with the industry peers, while exploring and understanding innovations that are changing the technology industry of today and moving towards a new world. Click here to read Yuryi's interview and click here to see the whole list.

Information:
Ger van Nijkerken
[email protected]
+31 6533 9 6533