Automate every fee, with total transparency
Calculate AUM-based, performance and transaction fees automatically, generate branded invoices and surface revenue insights powered by AI.
Billing is complex and error-prone
Managing fees and billing in wealth management is inherently complex and prone to inefficiencies. Manual calculations increase error risk, regulatory pressures demand transparency, and traditional systems struggle to scale.
How billing works in Pivolt
Define schedules for AUM, performance and transaction fees.
Produce branded, itemized invoices automatically.
Track trends and surface opportunities with AI.
Send invoices and statements on schedule.
Built to remove the busywork
Every capability works together — no integrations to wire, no data to reconcile by hand.
Streamlined Fee Calculation
Automate AUM-based, performance-based and transaction-specific fees.
Enhanced Transparency
Provide clear, detailed fee breakdowns to build trust and meet regulation.
Customizable Invoicing
Create branded, client-specific invoices with tailored templates and schedules.
Scalable Solutions
Handle high transaction volumes and diverse asset types with ease.
AI-Driven Analytics
Track revenue trends and identify future opportunities with advanced insights.
Automated Delivery
Deliver invoices and statements on schedule, automatically.
Every fee, calculated and explained
See how Pivolt automates complex fee schedules and turns billing into a source of insight.