Client Portal

Get rid of all limitations to create a truly experience to your clients, enlarge all horizons by including everything advanced technologies and artificial intelligence can offer.

Build your client's narrative and story to completely stand out in the red ocean by using our custom dashboard toolkit

Grant permissions to users based on several levels (portfolios, groups, lists etc)

Rely on our integrated document vault to organize all internal and external documents, like client reports, factsheets etc

Give your clients a truly mobile experience with our mobile dashboard templates

Data Aggregation

We offer connectors to hundrerds of banks and custodians direct or through aggregation providers, along with coverage of any type of alternative asset (private equity, VC, real estate etc).

Reporting

As easy and straightforward as it may seem, all reports are a direct representation of what is shown on Client Portal. You configure a dashboard and your report is ready to be sent! Among many other possibilities, you will benefit from:

Formula-based engine to display performance

Blended benchmarks & Risk metrics

Look-through analysis

Look-through analysis & Aggregation of performance at any level

Billing & Invoicing

Streamline the billing process, by using our automation engine that handles many different formulas and fee models

Schedule invoices with your firm's branding and layout to be sent to clients.

Create your own invoice document, using templates and AI skills.

Trading & Rebalancing

Automatically realign your portfolios based on different criteria (risk profile, predefined list, model etc)

Trade in bulk by automatically allocating to the accounts based on different methods

Monitor your portfolio in real time to make sure it is compliant to the regulatory framework and its mandate

Easily reconcile your portfolios to make sure it's fully matched

Send the orders via FIX to multiple execution venus

CRM & Onboarding

Automate all your onboarding and KYC process by using our custom templates

Centralize all client activities (tasks, appointments, opportunities) in a single place integrated with Outlook

Create simulations and proposals with projections and investment scenarios to illustrate your points better

Communicate with clients with automated alerts for events like birthdays and client's reviews with messages appropriate for each event

Integrated Accounting Software

Integrated Accounting Software

Integrated Accounting Software

Building your own general ledger accounting software or other accounting functionality is time-consuming, expensive, and difficult to get right.

With our solution you:

Building your own general ledger accounting software or other accounting functionality is time-consuming, expensive, and difficult to get right.

With our solution you:

Eliminate the need for accounting integrations

Eliminate the need for accounting integrations

Eliminate the need for accounting integrations

Consolidate multiple entities accounting in real-time

Consolidate multiple entities accounting in real-time

Consolidate multiple entities accounting in real-time

Automatically offset journal entries for intercompany scenarios

Automatically offset journal entries for intercompany scenarios

Automatically offset journal entries for intercompany scenarios

Pivolt

2024 all rights reserved

Why Pivolt

Solutions

Data Agreggation

Billing & Invoicing

Trading & Rebalancing

CRM & Onboarding

Clients

Wealth Managers

Multi Family-Offices

Single Family-Offices

Security

2024 all rights reserved