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 Smart Designer allows advisors and managers to create dashboards and tailored portfolio views with a simple, intuitive workflow. Built-in audit trails and configurable permissions ensure that sensitive data is shared securely and that regulatory reporting stays consistent and up to date.