Why Choose Pivolt?
Empowering financial professionals with AI-driven insights, seamless integrations, and unmatched customization
Global Footprint
Trusted by clients across 4 continents, spanning North America, Europe, the Middle East, and South America.
Effortless Learning Curve
Most users become proficient within their first 3 hours, thanks to Pivolt’s intuitive design.
Streamlined Integrations
API integrations completed in under 3 days, seamlessly connecting to any system.
AI-Driven Reporting & Storytelling
100% Personalized dashboards and narratives powered by AI
Data Security & Reliability
99.9% uptime with enterprise-grade encryption ensures peace of mind
Discover why Pivolt is the trusted choice for modern wealth management.
Efficiency from Front to Back
From onboarding to reporting, discover how Pivolt streamlines every step of your workflow.
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Advanced Reporting & Visualization
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Portfolio Management & Consolidation
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Automated Client Onboarding & CRM
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Wealth Planning
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Trading & Rebalancing
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Billing & Fee Automation
Experience the Pivolt Difference with a Tailored Proof of Concept (POC)
Choosing the right platform is a crucial step. With our personalized Proof of Concept (POC), you can experience Pivolt’s real-world capabilities using representative portfolios from your operations.
Discover how our platform simplifies workflows, enhances decision-making, and delivers measurable results—all without a full-scale commitment.
Building Stronger Solutions Together - Our Partners
Insights
User-Friendly WealthTech: From Friction to Flow
Wealth platforms are becoming increasingly powerful — but with power comes a subtle, often invisible cost: cognitive load. Every additional feature...
Why the Fund Factsheet Isn’t Enough: Turning Numbers into Narrative
The traditional fund factsheet was never designed to provide insight. It serves as a regulatory document — a static record of past performance, exposure...
Dynamic User Assistance in Wealth Management: Beyond the User Guide
In most platforms, “help” is treated as a destination. Users are expected to leave their workflow, navigate to a help center, search for an answer, and then return to their ...
Storylines for Investors: Connecting Events and Portfolio Impact
Investors are constantly exposed to a barrage of headlines—interest rate hikes, geopolitical shocks, inflation reports—each carrying signals that may or may not affect their...
Human-Centered CRM in Wealth Management
In the world of wealth management, most CRM platforms have become little more than glorified activity logs. They capture meetings, log emails, and store...
Evaluating Wealth Platforms Right: Why POCs Outperform Free Trials
Free trials are the SaaS world’s go-to entry strategy. For many industries, it makes sense — the user clicks around, gets a feel, and signs up. But in the world...
Wealth Managers’ Ultimate Dashboard: AI That Builds Reports as You Think
Wealth managers and financial advisors have long relied on static spreadsheets and manual calculations to project net worth over time. However, these...
The 4% Rule: A Foundational Strategy in Retirement Planning
While the 4% Rule has historically served as a benchmark, there are several economic and financial dynamics that should be considered when designing an optimal...
The Hidden Danger of High Sharpe Ratios: 'Too Good' as a Warning Sign
In the world of portfolio management, the Sharpe Ratio is often seen as a holy grail for evaluating risk-adjusted returns. A higher Sharpe Ratio suggests that an...
How Market Consensus Traps Wealth Managers
The rise of passive investing, ETFs, and model portfolios has led to an unintended consequence: a growing lack of differentiation among wealth...
Wealth Management vs. Retail Banking: Scale x Personalization
Retail banks operate on a model of mass efficiency. Their infrastructure is designed to serve millions of customers while keeping operational costs...
Greenwashing in Finance: Unmasking ESG Misrepresentation
Environmental, Social, and Governance (ESG) investing has experienced exponential growth in the last decade, with trillions of dollars allocated to...
How Millennials and Gen Z Are Redefining Wealth, Investments
For previous generations, wealth was synonymous with accumulating tangible assets—homes, cars, land, and other physical possessions. Financial success...
Family Offices as Venture Builders: Entrepreneurial Wealth Management
Family offices have long been viewed as stewards of generational wealth, carefully allocating assets across multiple asset classes to ensure long-term...
Multi-Language Financial Systems: Flexibility, Accuracy, and Compliance
As financial services expand globally, supporting multiple languages has become a necessity rather than an option. Wealth managers, investors, and financial institutions..
The ESG Liquidity Dilemma: Are ESG Investments Truly Accessible?
ESG investing has seen exponential growth over the past decade, driven by increased regulatory support, investor demand, and corporate commitments to sustainability.
The New Inflation-Proof Portfolio: Modern Hedging Strategies
Inflation has become a major concern for investors and wealth managers, particularly in recent years as global economies struggle with supply chain disruptions....
Next Best Action: The New Frontier in Wealth Management
The concept of Next Best Action (NBA) is revolutionizing how wealth managers engage with clients and optimize investment strategies....
The Illusion of Diversification: Are Your Portfolios Truly Protected?
Diversification has long been the cornerstone of risk management in investment portfolios. The fundamental premise is simple: by spreading capital across...
Next-Gen Portfolio Management: AI-Enhanced Allocation
Investment management is undergoing a fundamental shift, driven by advancements in artificial intelligence and automation. Traditional approaches, whether...
Cross-Border Taxation in Wealth Management
Global investing has long been a necessity for European wealth managers due to the fragmented nature of local markets...
Streamlining Regulatory Reporting with NLP
Regulatory reporting has traditionally been a labor-intensive process, requiring firms to manually aggregate, analyze, and submit....
Quantum Computing in Finance: The Next Frontier?
Managing risk is a cornerstone of financial decision-making. Traditional models such as Value at Risk (VaR) and stress....
High-Frequency Sentiment Trading: AI Reacting Before the Market
Financial markets have always been driven by information—news, earnings reports, economic indicators, and investor sentiment. But....
Covered Calls and Cash-Secured Puts: Underused Options Strategies
Options trading is often associated with complexity, speculation, and high-risk strategies. However, some of the simplest....
The Evolution of AI in Investing: From Past to Future
Artificial intelligence has transformed many industries, but few have felt its impact as profoundly as the financial sector. From the early days....
The Rise of "Shadow Wealth": Decentralized Family Structures
In recent years, a silent yet profound shift has taken place in the wealth management landscape: the rise of "Shadow Wealth." This term describes the....
Behavioural Finance: The New Frontier in Wealth Management
Behavioural finance stems from cognitive psychology and explores how emotions and biases influence financial decisions. Unlike traditional economic....
Multidimensional Portfolio Analysis: Beyond Returns and Risk
Traditional portfolio analysis primarily focuses on returns and risk metrics, often neglecting other essential dimensions that can impact investment performance....
Unlocking the Full Potential of CRM in Wealth Management
CRM adoption is at an all-time high, with 73% of businesses utilizing CRM software as of 2024. This widespread adoption signals that companies...
System Migration in Investment Management: A Strategic Approach
Implementing a new investment management system is a multi-faceted process that extends far beyond data migration. While transferring data...
How AI is Transforming Financial Advisory Efficiency
Financial advisors play a crucial role in guiding clients through wealth management, investment strategies, and financial planning. However...
AI-Powered Wealth Management Dashboards
Wealth management dashboards have evolved significantly over the past decade, shifting from static reports to dynamic...
ESG Investing: The Impact on Portfolio Performance
Environmental, Social, and Governance (ESG) investing has seen unprecedented growth in the past decade. According to...
The Surge in Alternative Investments: A Global Perspective
Over the past two decades, alternative investments have undergone a dramatic transformation, expanding from niche...
Navigating Market Volatility: Strategic Asset Allocation in Times of Uncertainty
The global financial markets are experiencing heightened volatility, driven by factors ranging from geopolitical uncertainty and...
Bonds vs. Equities: Navigating a High-Rate Environment
The historical relationship between bonds and equities has long been shaped by macroeconomic cycles, central bank policies, and investor sentiment. As we...
Mastering Risk-Adjusted Performance with Sharpe, Sortino and Treynor Ratios
Measuring investment performance requires more than just analyzing absolute returns. A truly sophisticated evaluation considers the relationship between...
Is AI Really Making Wealth Managers Smarter?
Artificial Intelligence (AI) has long been touted as the ultimate solution for enhancing wealth management. It promises to improve decision-making...
Storyboard: Turning Data into Strategic Narratives
In an industry driven by data, the ability to transform numbers into compelling, strategic narratives is what sets elite wealth...
Alternative Investments: Unlocking Opportunities for UHNW Clients
As traditional asset classes experience increased volatility and diminishing returns, alternative investments have emerged...
ESG Investing: Beyond Compliance to Real Impact
As investor priorities evolve, Environmental, Social, and Governance (ESG) investing has moved from a niche consideration...
Rethinking Fee Management With Automation
Fee management in wealth management has become increasingly complex, with firms juggling recurring fees, performance-based...
From Data Silos to Seamless Client Journeys: CRM Integration
In the modern wealth management landscape, fragmented data systems create significant barriers to efficiency and client satisfaction. Advisors, compliance officers...
Revolutionizing Ad-Hoc Data Extraction: From Queries to Insights
In the age of data-driven decision-making, financial professionals are often required to extract and analyze information on demand. Whether identifying...
Reimagining Financial Planning: The Power of AI-Driven Scenario Modeling
In a world of increasing complexity and rapidly evolving market dynamics, financial planning has never been more critical. Clients demand precision...
The Rising Tide of Regulatory Complexity in Wealth Management
In an industry already defined by its dynamic nature, wealth management is experiencing unprecedented pressure from regulatory bodies. Frameworks such as...
Unlocking the Power of White-Labelling for Prime Brokers
In an increasingly competitive financial services landscape, Prime Brokers are constantly looking for innovative ways to expand their offerings...
Look-Through Reporting: A New Standard for Investor Transparency
In the dynamic world of wealth management, data serves as the foundation for sound decision-making. However, the true power of data lies...
Empowering Insights: The Unseen Value of Flexible Visualization in WM
In the dynamic world of wealth management, data serves as the foundation for sound decision-making. However, the true power of data lies...
Navigating Complexity: Hierarchies in Family and Corporate Structures
Wealth management and family office operations are often intertwined with intricate hierarchies—both within families and their associated corporate structures...
