We, at Pivolt, understand the demands being placed on financial advisers and wealth managers. Our platform is suited to support the three essential elements underpinning a successful practice:

• Sales – Create a superior sales consultation experience through more effective presentations. The use of visuals is a proven method for enhancing the clarity of ideas. Use PivoltGlobal to help create charts, projections, and investment scenarios in order to illustrate your points better, amplify their impact, and gain that buy-in from the prospect.

• Client Relationships – Keeping clients engaged is key to winning the battle for the wallet. Use PivoltGlobal’s chat feature to stay connected with clients. Send alerts, offer advice, communicate opportunities. PivoltGlobal’s sophisticated portfolio database and powerful ad hoc reporting tool allows for quick, thoughtful, responses to inquiries that are backed by insightful data.

• Time Management – Maximizing productivity is always an imperative. A key measure of success, AUM growth, closely tracks to the amount of time spent on client contact. Too often, that time is constrained by the logistics of preparation – gathering, organizing, formatting, and presenting information. Let PivoltGlobal dramatically shorten this process. The platform’s deep portfolio management accounting database, flexible toolkit, and easy to understand dashboard, interoperate effortlessly to deliver the content needed to form your narrative. As well, PivoltGlobal’s automated billing and rebalancing features will streamline workflow to save time and money.

Check into our Proof of Concept for a risk free trial of our platform and see for yourself what Pivolt can do for you.