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:
nijkerken@britech.global
+31 6533 9 6533

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

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:
ger.van.nijkerken@wtrsoftware.com
Office    +31 2082 0 3747
Mobile +31 6533 9 6533

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
nijkerken@britech.global
+31 6533 9 6533

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
nijkerken@britech.global
+31 6533 9 6533
​

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
nijkerken@britech.global
+31 6533 9 6533

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
nijkerken@britech.global
+31 6533 9 6533
​

Varianza Gestion is an independent asset management firm headquartered in Madrid, Spain. It offers advisory services and portfolio management to HNWI clients with the aim to achieve solid and stable growth.

In order to support geographical expansion and business growth plans as well as improve the communication channel for their clients, Varianza decided to change their technology platform, requiring operational efficiency, cost reduction, client service excellence and regulatory compliance. The use of various software tools to complement the main platform required extensive manual intervention, created bottle necks and increased the number of errors eroding and diverting time spent by the operations team without providing any additional value to clients.

Varianza opted for BRITECH solution as it is a fully SaaS solution and contains a comprehensive set of functionalities that fully support business operations such as:
customizable reporting per individual client portfolio rebalancing, order execution customer relationship management which includes submission of investment allocation proposals local and off-shore asset handling capabilities compliance with regulatory bodies.  
The solution provides high level of front-to-back automation particularly around portfolio management and reporting as well as enhanced customers’ digital experience. It also offers operational scalability and economy of scale supporting Varianza ambitious business growth plan. 

As a result of the successful implementation and the solution provided, Varianza experienced a reduction of operational cost through the integration of various departments across the firm: administration, back-office, sales, trading desk, risk/compliance, analysis & research. BRITech has also provided integration with other platforms, such as Bloomberg, as well as local and global Custodians which increased productivity and efficiency in other areas too. In addition, external financial advisors benefited from increased productivity through functionalities offered by the solution such as: full visibility into client/prospect status and one-click reporting. 

 “We have been scouring the investment management software market for a solution that would meet our operational requirements and from a vendor that would provide knowledgeable personnel as well as fast delivery and support turnaround. BRITech proved to exceed our expectations from the very beginning of our engagement with them and it soon became clear that they would be our ideal partners.” highlights Alberto Spagnolo, Varianza CEO

With an innovative and complete portfolio of products and services for the investment management market, BRITech serves segments such as wealth management, family offices, assets and fund managers, brokers and advisors. In addition, it has been internationally recognized as being among the top ten providers of investment management solutions in United Kingdom. It has global operations with offices in main countries of Latin America, North America and Europe.

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

BRITech, our organisation, Pivolt our solution suite.

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.


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

In these uncertain times, organisations are even more focussing on Risks, Compliance and Governance. Hence, we see a surge in attention on safeguarding organisation's critical software use. How best to ensure the use of Software when organisations are in jeopardy in terms of continuity. Software Borg offers support based upon many, many years of experience and expertise.

Protecting Intellectual Property (IP) is a must and most important for the continuity of using Software, especially process critical software in any organization.
Already offering such guarantees according its 5 Quality Benchmarks, Software Borg will do also the same for all Software offered in the cloud.
These Quality Benchmarks have been developed over years and serves as a waterproof template in case of calamities.
Legal Assurance on IP
Evaluation of Information Technology
Information Security Quality
Quality of  provider
Support before, during and after calamity  
Together with its network of IT-Notaries and its sworn Information Technicians, Software Borg now offers all its IP Protection services to any environment either on-premise or as SaaS environments.
 
More information:
ger.van.nijkerken@wtrsoftware.com
www.softwareborg.nl
+31 6533 9 6533