Case Study: Pilotage Investments achieves greater portfolio consolidation and back-office efficiency with BRITech ATLAS

Pilotage Investments - Customer Case Study

Pilotage Investments is an independent asset manager founded in 2015 that focuses on managed portfolios for families and individuals. To simplify operations and gain a consolidated view of each client’s portfolio, it needed to process holdings outside brokers’ business platforms and verify results across different environments. BRITech provided the ATLAS platform to support this need.

BRITech implemented Atlas PAS/TAS/BPO with a phased rollout aligned to Pilotage Investments’ daily operations. The solution delivered a smooth implementation, strong support, and accurate valuation across a wide range of products, while reducing back-office activities and increasing confidence in portfolio values presented to clients.

Pilotage Investments

Alexandre Fraga

Partner/Director