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 objectives and risk profile, then model contributions, withdrawals, and expected outcomes under deterministic and Monte Carlo scenarios. Model tracking ensures that each account stays aligned with its strategic allocation, triggering alerts when rebalancing may be required.

Because this module shares the same data layer as the Portfolio Management System, it covers traditional and alternative assets — including real estate, private equity, and other illiquid investments — so planning reflects the client’s true net worth and future cash flows.