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. Post-trade data flows back into the Portfolio Management System, ensuring that reporting, dashboards, and compliance views remain perfectly synchronized.

The module supports both listed and alternative asset workflows — making it possible to handle subscriptions, redemptions, capital calls, and distributions alongside traditional market trades. Built-in audit trails and user permissions deliver full transparency and compliance oversight across the trade lifecycle.