The Pivolt investment management solution suite is a powerful array of tools to help wealth advisors grow their businesses and deliver insightful analysis and support to their customers.
When combined with MD Solutions’ experienced team of engineers, consultants and support staff, Pivolt becomes a game-changing addition to investment management firms across the country and around the world.
This is our full-featured SaaS client dashboard and reporting portal.
In today’s market, billing is no longer a simple process.
This is our component for Client Relationship Management.
Simple, yet powerful, solution to manage all of your clients’ investments.
Real time Front-Office solution, designed with ease-of-use in mind.
A comprehensive Risk Platform for Assets/Wealth Managers.
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 Pivolt Desk, but can also be integrated to 3rd party portfolio accounting systems if needed.
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.
Pivolt Billing 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.
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.
Pivolt Desk 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.
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.
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.
Pivolt Portal delivers information on client portfolio performance, transactions, cost and market values, and more with a wide range of drill-down data visualization formats.
It can be tailored to suit your clients through custom columns, user-defined layouts and specifications. Pivolt Portal is integrated with Pivolt Desk, but can also be integrated to 3rd party portfolio accounting systems if needed.