An open API that connects to anything
An intuitive, well-documented REST API and a library of ready integrations — aggregate custodians, banks and data providers, and plug Pivolt into any proprietary or third-party system. Built for scale, secured with enterprise-grade encryption.
Your stack shouldn't dictate your platform
A wealth platform is only as good as what it connects to. Advisors need consolidated data from every custodian and provider, and IT needs to plug new tools into existing systems — without months of integration work or brittle, undocumented endpoints.
From connection to live data — fast
Authenticate and point Pivolt at any custodian, provider or internal system.
Map endpoints to portfolios, transactions, performance and compliance data.
Pull data via batch or real-time sync — reconciled automatically.
Extend Pivolt into your own tools with the open REST API and webhooks.
Built to remove the busywork
Every capability works together — no integrations to wire, no data to reconcile by hand.
Open REST API
A clean, RESTful API that follows industry standards — comprehensive endpoints for portfolios, transactions, performance and compliance.
Self-Explanatory Endpoints
Predictable, well-documented endpoints designed to cut the learning curve and speed up integration.
Data Aggregation
Consolidate custodians, banks and providers — including aggregation partners like Flanks — into one reconciled source of truth.
Custom & Legacy Integration
Adapt to proprietary systems, legacy tools and unique workflows instead of forcing a costly rebuild.
Batch & Real-Time Sync
Flexible data handling with both batch operations and real-time synchronization, even at high transaction volume.
Enterprise-Grade Security
Every integration is built for scale and secured with enterprise-grade encryption and data integrity.
One platform, every connection
Pivolt aggregates custodians, banks and providers and integrates with a growing ecosystem of partners — so client data flows in reconciled, not re-keyed.
Scalable, flexible software tailored to the Brazilian investment and wealth management market.
Trusted partner for financial data aggregation, with seamless integration across custodians and institutions.
Leverages Pivolt as a white-label solution to deliver tailored client experiences across Scandinavia.
Management information solutions for professional organizations across back, middle and front office.
Handles multi-entity ledgers and bookkeeping logic across jurisdictions for complex accounting structures.
Connect Pivolt to your whole stack
See how the open API and ready integrations bring every custodian, provider and tool into one reconciled platform.