Pivolt Portal delivers information on client portfolio performance, transactions, cost and market values, charts, graphs, and several other possible information with a wide range of data visualization formats.
It can be tailored to suit the client through custom columns, user-defined layouts and specifications. Our portal is integrated to PivoltDesk, but can also be integrated to 3rd party portfolio accounting systems if needed.Key Features
Clients are demanding more clarity and detail on the price of services provided by the adviser. This critical function can become time consuming and error prone.
PivoltBilling provides a highly flexible, automated solution for billing. Our component allows for the calculation of fees according to different formulas and at varying levels of services provided. It can also be integrated with 3rd party portfolio accounting systems.Key Features
A set of features geared towards strengthening the Sales, Marketing, and Client Support functions.
We provide cost free database migration from your current systems to our platform.Key Features
This is our flexible and straightforward portfolio accounting component. The portfolio accounting database is the repository containing all the vital information, current and historical, associated with a clients’ holdings, including positions, transactions, cost and market valuations, gains and losses.
PivoltDesk can serve as the repository for data received from a 3rd party, e.g. custodian, or it can be set as a standalone system maintained by the office. This approach could serve to double check the valuation and NAV (Net Asset Value) computed by the custodians and/or to provide clients with earlier reporting before the data is delivered by the custodians.Key Features
Designed to operate standalone or integrated with other Pivolt components. Our product embodies a true IBOR (Investment Book of Record) concept. With robust rebalancing and compliance monitoring features included, Pivolt Front streamlines and simplifies your entire trade process.Key Features
Simple, fast and scalable, a solution used by over 100 customers.
Automatically updated market data. Analyze your portfolios of funds, consolidating, in real time, the positions of the managers.Key Features