Pivolt
HQ Address
36-42 Donnybrook Road, Units 2 - 4, First Floor, Dublin, Ireland
Website Address
Business introduction
Complete investment management platform — from CRM to reporting, powered by intelligent automation
One ecosystem for onboarding, modeling, financial planning, trading, billing, consolidation, and client dashboards / reporting — fully adaptable to your way of working
Pivolt is a comprehensive wealth management platform that unifies the tools investment professionals need into one coherent ecosystem. We help firms replace fragmented systems with a single solution that is modular, secure, and easy to adopt.
Our platform covers every stage of the investment lifecycle: CRM and KYC, onboarding, portfolio modeling and financial planning, trading and rebalancing, billing, portfolio management and wealth consolidation, dashboards, and reporting. Each module can be deployed on its own or combined for a fully integrated workflow.
What sets Pivolt apart is its flexibility and adaptability. Firms can configure dashboards, reports, and processes to match their own client tiers, investment models, and regulatory requirements.
We make extensive use of AI where it adds real value — to create multidimensional portfolio views, automate reporting, and turn complex data into clear, actionable insights for advisors and their clients.
Headquartered in Ireland, Pivolt serves wealth managers, family offices, and investment advisors worldwide, giving them the tools to operate efficiently, stay compliant, and deliver a superior client experience.
Pivolt Solutions
Client Portal & Reporting
Pivolt’s Client Portal & Reporting brings together all stakeholders — clients, advisors, and regulators — on a single data layer. Firms can publish tier-specific client dashboards, generate branded reports, and monitor internal KPIs, all using the same underlying dataset. The AI-powered StoryBoard engine converts complex portfolio data into human-readable insights, while......
business needs
view solutionCRM & Wealth Planning
Pivolt’s CRM & Wealth Planning module unifies client lifecycle management with advanced portfolio design and planning tools. It maintains a single, auditable client record — including KYC, onboarding data, and risk profiles — to streamline compliance and ensure consistency across the firm. Advisors can create portfolio proposals aligned with each client’s......
business needs
- Client Onboarding & Identity Verification
- Financial & Retirement Planning
- Portfolio & Wealth Management Systems
Portfolio Management & Billing
Pivolt’s Portfolio Management & Billing module is the firm’s consolidated book of record — bringing together all client holdings across custodians, asset classes, and currencies into a single, reliable dataset. Beyond traditional assets, Pivolt supports real estate, private equity, venture capital, and other alternatives, capturing capital calls, distributions, valuations, and......
business needs
- Data Management & Analysis
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Trading & Rebalancing
Pivolt’s Trading & Rebalancing module connects portfolio modeling and execution into one seamless workflow. It continuously monitors model drift and asset allocation thresholds, generating trade lists whenever portfolios deviate from their targets. Advisors and operations teams can review, approve, and execute trades through Pivolt’s interface, with straight-through processing via FIX connectivity.......
