Every account, custodian and asset — consolidated
Unify a fragmented web of data into one accurate, real-time view of wealth, from listed securities to private equity, real estate and collectibles.
- Equities42%
- Fixed income28%
- Alternatives18%
- Cash12%
Complex portfolios demand a single source of truth
Managing complex, multi-dimensional portfolios requires navigating an intricate web of data from custodians, brokers and internal systems. Families with diversified wealth — across financial assets, private equity, real estate and collectibles — need reconciliation, multi-currency tracking and one centralized view.
Performance & risk, beautifully connected
One consolidated view combining return, volatility, drawdowns, benchmark comparison and investor-ready reporting — across every custodian and asset class.
| Period | Return | Annual. | Volatility | Sharpe | Max DD | VaR 95% |
|---|---|---|---|---|---|---|
| YTD | +4.1% | +6.9% | 5.9% | 0.74 | -3.2% | €27,900 |
| 1Y | +8.6% | +8.6% | 6.4% | 0.78 | -5.4% | €30,500 |
| 3Y | +24.1% | +7.5% | 6.9% | 0.71 | -8.7% | €31,400 |
| Since Inception | +34.8% | +7.2% | 6.8% | 0.69 | -8.7% | €31,400 |
Built to remove the busywork
Every capability works together — no integrations to wire, no data to reconcile by hand.
Centralized Aggregation
Unify data feeds from custodians, brokers and internal systems into one reconciled view.
Enhanced Performance Insights
Analyze performance across multiple dimensions and groups of portfolios.
Alternative Asset Integration
Manage private equity, real estate and collectibles with detailed records and valuations.
Cross-Family Clarity
Provide visibility into ownership structures and performance contributions.
Risk & Compliance Management
Monitor risk metrics like Value at Risk while ensuring post-trade compliance.
Look-Through Analysis
See through funds and structures to true underlying exposures and allocations.
One source of truth for every portfolio
See how Pivolt consolidates custodians, banks and alternatives into a single, reconciled view.