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Environmental, Social, and Governance — ESG — once represented the future of responsible investing. Adopted broadly after the 2008 financial crisis and accelerated by...
Most investment platforms are built around structured data. Positions, asset classes, risk scores, and suitability profiles are all standardized, codified, and easily stored...
Most institutional investment platforms already incorporate pre-trade validation as a standard mechanism. What differentiates one firm from another is not...
Fund reporting has long followed a familiar model: NAV updates, quarterly letters, and static tables. These formats fulfill formal requirements...
Traditional wealth platforms were designed as static systems: users view data on one screen, take notes elsewhere, and execute...
Know Your Customer (KYC) has traditionally been viewed as a regulatory obligation—an exercise in compliance rather than an opportunity...
For decades, brand identity in wealth management was expressed through physical presence: the office, the logo on the door, the receptionist who knew your...
Portfolio modeling has long been treated as a technical exercise: adjust weights, simulate outcomes, review volatility...
In asset management, size is often interpreted as a sign of maturity. AUM becomes a proxy for credibility, and larger funds tend to attract more attention...
Investors often rely on the perceived stability of long-standing companies to anchor portfolios. Yet recent decades have exposed a different reality...
Every portfolio tells a story — but not every chapter still matters. Over time, positions accumulate not only based on conviction, but also on hesitation...
Quantitative funds have long positioned themselves as the stewards of data-driven discipline in markets clouded by emotion. Their success through the...
For decades, benchmarks have served as the industry standard for evaluating investment performance. Whether comparing to the S&P 500, MSCI World, or a...
Portfolio diversification is traditionally regarded as a cornerstone of sound investment strategy. By spreading exposure across asset classes...
Most investors and advisors build their strategies around assumptions of smooth, compounding growth. Spreadsheets are filled with elegant CAGR...
Sovereign risk, long viewed as the domain of emerging markets or credit rating agencies, is now firmly back in the spotlight for wealth managers...
Inflation-protected assets like U.S. TIPS or UK index-linked gilts are often sold as safe havens for wealth preservation. The...
In wealth management, performance is often viewed in isolation. Numbers rise, numbers fall—and the judgment follows. But what if underperformance isn't always...
For decades, defense companies were blacklisted from ESG portfolios. The rationale was clear: weapons, arms, and military contractors didn’t align with...
As family offices and institutional wealth managers hunt for long-term resilience, a new asset vehicle is quietly gaining ground: the Long-Term...
Performance charts are supposed to clarify — but they often confuse. Most platforms use familiar visuals: bar charts of monthly returns, cumulative...
Wealth platforms are becoming increasingly powerful — but with power comes a subtle, often invisible cost: cognitive load. Every additional feature...
The traditional fund factsheet was never designed to provide insight. It serves as a regulatory document — a static record of past performance, exposure...
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 ...
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...
In the world of wealth management, most CRM platforms have become little more than glorified activity logs. They capture meetings, log emails, and store...
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 and financial advisors have long relied on static spreadsheets and manual calculations to project net worth over time. However, these...
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...
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...
The rise of passive investing, ETFs, and model portfolios has led to an unintended consequence: a growing lack of differentiation among wealth...
Retail banks operate on a model of mass efficiency. Their infrastructure is designed to serve millions of customers while keeping operational costs...
Environmental, Social, and Governance (ESG) investing has experienced exponential growth in the last decade, with trillions of dollars allocated to...
For previous generations, wealth was synonymous with accumulating tangible assets—homes, cars, land, and other physical possessions. Financial success...
Family offices have long been viewed as stewards of generational wealth, carefully allocating assets across multiple asset classes to ensure long-term...
As financial services expand globally, supporting multiple languages has become a necessity rather than an option. Wealth managers, investors, and financial institutions..
ESG investing has seen exponential growth over the past decade, driven by increased regulatory support, investor demand, and corporate commitments to sustainability.
Inflation has become a major concern for investors and wealth managers, particularly in recent years as global economies struggle with supply chain disruptions....
The concept of Next Best Action (NBA) is revolutionizing how wealth managers engage with clients and optimize investment strategies....
Diversification has long been the cornerstone of risk management in investment portfolios. The fundamental premise is simple: by spreading capital across...
Investment management is undergoing a fundamental shift, driven by advancements in artificial intelligence and automation. Traditional approaches, whether...
Global investing has long been a necessity for European wealth managers due to the fragmented nature of local markets...
Regulatory reporting has traditionally been a labor-intensive process, requiring firms to manually aggregate, analyze, and submit....
Managing risk is a cornerstone of financial decision-making. Traditional models such as Value at Risk (VaR) and stress....
Financial markets have always been driven by information—news, earnings reports, economic indicators, and investor sentiment. But....
Options trading is often associated with complexity, speculation, and high-risk strategies. However, some of the simplest....
Artificial intelligence has transformed many industries, but few have felt its impact as profoundly as the financial sector. From the early days....
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 stems from cognitive psychology and explores how emotions and biases influence financial decisions. Unlike traditional economic....
Traditional portfolio analysis primarily focuses on returns and risk metrics, often neglecting other essential dimensions that can impact investment performance....
CRM adoption is at an all-time high, with 73% of businesses utilizing CRM software as of 2024. This widespread adoption signals that companies...
Implementing a new investment management system is a multi-faceted process that extends far beyond data migration. While transferring data...
Financial advisors play a crucial role in guiding clients through wealth management, investment strategies, and financial planning. However...
Wealth management dashboards have evolved significantly over the past decade, shifting from static reports to dynamic...
Environmental, Social, and Governance (ESG) investing has seen unprecedented growth in the past decade. According to...
Over the past two decades, alternative investments have undergone a dramatic transformation, expanding from niche...
The global financial markets are experiencing heightened volatility, driven by factors ranging from geopolitical uncertainty and...
The historical relationship between bonds and equities has long been shaped by macroeconomic cycles, central bank policies, and investor sentiment. As we...
Measuring investment performance requires more than just analyzing absolute returns. A truly sophisticated evaluation considers the relationship between...
Artificial Intelligence (AI) has long been touted as the ultimate solution for enhancing wealth management. It promises to improve decision-making...
In an industry driven by data, the ability to transform numbers into compelling, strategic narratives is what sets elite wealth...
As traditional asset classes experience increased volatility and diminishing returns, alternative investments have emerged...
As investor priorities evolve, Environmental, Social, and Governance (ESG) investing has moved from a niche consideration...
Fee management in wealth management has become increasingly complex, with firms juggling recurring fees, performance-based...
In the modern wealth management landscape, fragmented data systems create significant barriers to efficiency and client satisfaction. Advisors, compliance officers...
In the age of data-driven decision-making, financial professionals are often required to extract and analyze information on demand. Whether identifying...
In a world of increasing complexity and rapidly evolving market dynamics, financial planning has never been more critical. Clients demand precision...
In an industry already defined by its dynamic nature, wealth management is experiencing unprecedented pressure from regulatory bodies. Frameworks such as...
In an increasingly competitive financial services landscape, Prime Brokers are constantly looking for innovative ways to expand their offerings...
In the dynamic world of wealth management, data serves as the foundation for sound decision-making. However, the true power of data lies...
In the dynamic world of wealth management, data serves as the foundation for sound decision-making. However, the true power of data lies...
Wealth management and family office operations are often intertwined with intricate hierarchies—both within families and their associated corporate structures...