Turn goals into a forward-looking plan
Model scenarios, simulate outcomes and align portfolios to each client's goals — from first conversation to automated execution.
Planning is complex and time-intensive
Designing personalized financial and portfolio strategies to meet unique client goals is complex and time-intensive. Scenario planning, fragmented workflows, manual proposals and delayed strategy execution all stand between advice and action.
A seven-stage planning workflow
Capture objectives, constraints and time horizons.
Model potential outcomes across market conditions.
Share interactive dashboards for transparent dialogue.
Built-in checks confirm regulatory alignment.
Project the impact of the chosen strategy.
Route proposals through structured sign-off.
Generate trades to align portfolios automatically.
Built to remove the busywork
Every capability works together — no integrations to wire, no data to reconcile by hand.
Personalized Financial Plans
Build tailored plans aligned to each client's unique goals and constraints.
Efficient Scenario Simulation
Advanced modeling assesses potential outcomes and adjusts strategies proactively.
Enhanced Client Interaction
Interactive dashboards allow transparent communication and foster trust.
End-to-End Workflow Integration
Seamless integration across planning, modeling and execution drives efficiency.
Proactive Compliance Management
Built-in compliance checks ensure alignment with regulatory standards.
Streamlined Portfolio Alignment
Automated trade generation aligns portfolios with approved strategies swiftly.
Turn every goal into a plan
See how Pivolt models scenarios and aligns portfolios — from first conversation to automated execution.