Dashboards & reporting clients actually engage with
Deliver visually engaging, AI-personalized dashboards and narratives — branded, compliant and ready in seconds, not days.
Generic reports no longer cut it
Wealth managers, family offices and advisors struggle to meet the growing demand for visually engaging, insightful reporting. Clients expect tailored dashboards and narratives that reflect their unique needs — not one-size-fits-all PDFs.
Just ask — in plain language
Skip the report builder. Ask a question the way you'd ask a colleague, and Pivolt's AI returns the answer as a narrative, a chart or a table — grounded in your live, reconciled data.
| Portfolio | Return | Benchmark | Excess |
|---|---|---|---|
| Delacroix | 8.4% | 7.1% | +1.3% |
| Bauer | 7.8% | 6.9% | +0.9% |
| Hansen | 6.2% | 5.8% | +0.4% |
Generate 0 client reports in a single run
Schedule branded, personalized reports for your entire book at once — each with its own data, narrative and theme — then deliver them securely across desktop and mobile.
Built to remove the busywork
Every capability works together — no integrations to wire, no data to reconcile by hand.
Enhanced Client Engagement
Deliver visually appealing, interactive dashboards and customized reports to improve client satisfaction and loyalty.
Internal Efficiency Gains
Simplify internal reporting processes, enabling faster delivery of insights and enhanced team collaboration.
Regulatory Compliance
Accelerate the creation of consistent, compliant templates for regulatory reporting, reducing errors and manual effort.
Data Security Assurance
Protect sensitive client data with encrypted delivery and secure document storage, fostering trust and compliance.
Anywhere Access
Ensure stakeholders have seamless access to reports and dashboards across desktop and mobile platforms.
Improved Decision-Making
Provide real-time, AI-driven insights for actionable recommendations and smarter financial planning.
Reporting your clients will actually read
See how Pivolt turns raw portfolio data into branded, AI-personalized stories — in seconds.