Advanced Reporting & Visualization
Reports that tell a story.
ExploreAI-native wealth management
ReimaginingInvestment Managementfor the Modern Era
Pivolt automates workflows across the entire client lifecycle — onboarding & CRM, portfolio management, wealth planning, reporting, trading and billing — so your team makes smarter decisions and delivers unmatched client experiences.
app.pivolt.global / portfolios
Consolidated view
All Portfolios
YTD+ AI summary
Total AUM
$2.42B
▲ +4.8%
YTD Return
+9.7%
▲ TWR
Net Flows
$84.2M
▲ +12%
Performance+9.7% YTD
Allocation
- Equities42%
- Fixed income28%
- Alternatives18%
- Cash12%
HoldingWeightReturn
USUS Equity Composite
24.6%+12.4%GAGlobal Aggregate Bond
18.2%+3.1%PEPrivate Equity Fund IV
11.0%+18.7%EMEM Equity
8.4%-2.2%REReal Assets
6.9%+5.6%Trusted by wealth managers, family offices and private banks across four continents
<0days
to complete API integrations
<0hours
to team proficiency
0%
uptime, enterprise-grade
0
continents trust Pivolt
One platform, end to end
Everything wealth management needs, in one place
Replace a stack of disconnected tools with a single, AI-native platform that spans the entire client lifecycle.
Unified data
From fragmented to foundational
Pivolt aggregates custodians, banks and alternative assets into a single source of truth — reconciled daily and ready to activate. No spreadsheets, no silos.
- 600+ data connections, live
- Multi-currency, multi-custodian consolidation
- Daily reconciliation with full audit trail
Asset allocation
Consolidated · live
- Equities42%
- Fixed income28%
- Alternatives18%
- Cash12%
Drift vs. targetRebalance ready
Intelligence
Insight that writes itself
Ask Pivolt anything in plain language and get an answer back — a chart, a table, a narrative. AI explains performance, attribution and risk, personalized for every client and every report.
- Conversational AI — ask in plain language, get charts back
- Performance & attribution narratives
- 100% personalized dashboards
Cumulative return
+24.6%
Outperforming +3.2%
Alpha
+3.2%
Sharpe
1.84
Volatility
8.1%
Built for your firm
One platform, every kind of manager
From solo advisors to global private banks — Pivolt adapts to how you work.
Wealth Managers
Scale advice without scaling headcount.
Automate reporting and rebalancing so advisors spend their time on relationships, not reconciliation.
How it works
Live in days, not quarters
A platform your team learns in an afternoon, integrated with your data in under three days.
01
Onboard
Connect data sources and onboard clients digitally — integrations live in under 3 days.
02
Manage
Run portfolios, trading and rebalancing from one consolidated, real-time platform.
03
Report
Deliver AI-personalized reports and dashboards your clients actually love to open.
“With Pivolt, we drastically reduced the time spent on portfolio management through their automated trading system. The integrated CRM streamlined our scheduling and provided seamless portfolio simulation and rebalancing controls, boosting our efficiency and client satisfaction.”
Security & Compliance
Held to the standards your clients expect
Pivolt is built and operated against globally recognized security and privacy frameworks, so your firm can adopt it with confidence.
GDPR
GDPR Compliant
Personal data is processed in line with the EU General Data Protection Regulation, governed by our Data Processing Agreement.
SOC 2
SOC 2 Type II
Independently audited controls for security, availability and confidentiality, evaluated over time — not just at a point in time.
ISO
ISO/IEC 27001
Information security managed to the international standard, covering risk, access, encryption and continuous improvement.
Insights
Latest from Pivolt
Ideas on AI, portfolios, advisory and compliance from the team building the platform.
See Pivolt run on your portfolios
Book a personalized demo and watch a week of manual work collapse into a single afternoon.