We are representing BRITech in the BeNeLux, Switzerland, Spain and are 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.
1
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.
2
Pivolt Front
Designed to operate fast and 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.
3
Pivolt CRM
It contains all the features geared towards strengthening the Sales, Marketing, and Client Support functions, incl. onboarding processing.
4
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.
5
Pivolt Portal
Pivolt Portal interacts on-line with your clients and 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 desired.
