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Client Onboarding & CRM

A CRM that advises, not just stores

Onboard clients digitally, then turn that data into advice — next best actions, client profitability and configurable workflows in one CRM built for the advisor relationship. No rekeying, no silos.

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New client onboarding
0% complete
  1. 1
    Collect
    Capture client data and documents digitally, with zero rekeying.
  2. 2
    Verify & comply
    Document verification, KYC/AML and risk profiling run in the background.
  3. 3
    Activate
    The client flows straight into the CRM, ready to invest.
  4. 4
    Advise
    The CRM surfaces next best actions, tasks and profitability for every relationship.
  5. 5
    Grow
    Track pipeline and opportunities to deepen each client relationship over time.
Why it matters

Onboarding is just the start of the relationship

Most platforms stop at data capture — the CRM becomes a place where onboarding dumps information and lets it go stale. Advisors need a system that turns client data into action: next best actions, client and account profitability, and flexible workflows that fit how your firm actually advises.

The old way — without Pivolt
A CRM that's just where onboarding dumps data
No guidance on the next best action per client
Client and account profitability left invisible
Rigid workflows that don't match how you advise
A CRM built for advisors

See every opportunity, end to end

Onboarding flows straight into a CRM with real-time pipeline visibility, automated tasks and timely follow-ups — no rekeying, no lost leads.

Lead2
Okonkwo Holdings
Prospective AUM$4.2M
R. Mercer
Prospective AUM$1.1M
Qualified2
Delacroix Family
Prospective AUM$12.8M
Sato Ventures
Prospective AUM$6.5M
Proposal1
Henderson Trust
Prospective AUM$18.0M
Won2
Bauer Group
Prospective AUM$9.3M
Aziz Capital
Prospective AUM$22.4M
Advisory 360

Not a contact list — an advisory cockpit

The CRM turns onboarding data into advice: a full 360° view of every client, AI-suggested next best actions, client profitability and configurable workflows that fit how your firm advises.

DF
Delacroix Family Office
Client since 2019 · Balanced mandate · EUR
AUM
€48.2M
Revenue YTD
€184K
Profitability
+38%
Open tasks
3
Workflow
Review→Proposal→Approval→Execution
Next best actionsAI
RebalanceEquity drift is 4.2% above target — propose a rebalance.
Opportunity€2.1M idle cash — suitable for the income mandate.
ReviewAnnual suitability review due in 9 days.
What you get

Built to remove the busywork

Every capability works together — no integrations to wire, no data to reconcile by hand.

01

Unified Advisory 360

One complete view of each client — holdings, interactions, documents, tasks and profitability in a single place.

02

Next Best Action

AI surfaces the most relevant next step for every client, so advisors act proactively instead of reactively.

03

Profitability Analysis

See revenue and profitability by client, account and relationship to focus effort where it pays off.

04

Configurable Workflows

Model your firm's own processes — pipelines, approvals and tasks — instead of bending to rigid software.

05

Frictionless Onboarding

Capture client data and documents digitally, with KYC/AML and risk profiling built in — and zero rekeying.

06

Pipeline & Task Automation

Real-time pipeline visibility with automated tasks and timely follow-ups, so nothing slips through.

Explore the rest of the platform

Reporting
Reports that tell a story.
Portfolio
From many sources, one truth.
Planning
Model every possible future.
Trading
Drift in. Aligned out.
Billing & Fees
Every fee, calculated and explained.
Integrations
Connect anything. API-first.

From handshake to portfolio, in minutes

See how Pivolt turns onboarding from a bottleneck into a competitive advantage.

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