Pivolt Investment Management Suite

Powerful. Flexible. Scalable. Accessible.

The investment management suite to help grow your business.

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.

Pivolt has been perfect for our needs. The system is extremely versatile to run our portfolios which include both listed and alternative investments.

David Simsilevich | Director | Anglo Andino Grp.

Pivolt Portal

This is our full-featured SaaS client dashboard and reporting portal.

Pivolt Billing

In today’s market, billing is no longer a simple process.

Pivolt CRM

This is our component for Client Relationship Management.

Pivolt Desk

Simple, yet powerful, solution to manage all of your clients’ investments.

Pivolt Front

Real time Front-Office solution, designed with ease-of-use in mind.

Pivolt Market Risk

A comprehensive Risk Platform for Assets/Wealth Managers.

Ready to transform your organization to a lean, efficient, smart operation? Contact us today for a closer look at this amazing platform.

Pivolt Portal

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.

Pivolt Billing

Clients are demanding more clarity and detail on the price of services provided by the adviser. This critical function can become time consuming and error prone. 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.

Pivolt CRM

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.

Pivolt Desk

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.

Pivolt Front

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.

Pivolt Market Risk

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.

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Pivolt Portal

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.

Insightful Analysis

  • Portfolio position, allocations, performance, risk measures, trades, holdings, gains & losses
  • Users can quickly build tiered dashboards and reports layouts without requiring IT
  • Exportable to PDF and XLS

Customizable UI

  • Customizable branding including logos and color palettes
  • Cross-platform, responsive interface supporting desktops, tablets and smartphones
  • Easy to learn, easy to use, fast learning curve

Smart Communication

  • Built-in email platform to send or schedule reports to a group of clients
  • Web chat to instantly communicate with investors
  • Dashboard vault to enable public and private client information management in a single, secured place

Ready to enhance your firm’s customer experience? Contact us today for a closer look at this amazing platform.