Case Study: Dyrberg Invest

How a Danish firm is reaping the benefits of choosing Pivolt.

Dyrberg Invest offers impartial and personal advice on investment in securities and is independent of banking groups and other financial institutions.

An investment comparison: US x Europe

How huge is the difference between the US investment market and its counterparty formed by the major economies in Europe? Huge indeed, either when looking at the investors’ mindset, the infrastructure that houses it, or the investment alternatives.

Some thoughts on derivatives - Options

As a rule of thumb, derivatives are associated with high risk, complexity and operational pitfalls. These are legitimate arguments, however a more detailed analysis of the idiosyncrasies of each type of derivative and, more deeply, of each strategy, provides us with a less gloomy and more pragmatic view of these instruments.

We're reconciled. Why Is My Performance Wrong

The premise of reconciliation is simple. Check one thing against the other; when they match, you are done! Anyone familiar with reconciling position quantities in the firm’s accounting system to custodian records understands the process, and that’s part of the problem. Upon completing basic reconciliations of positions, many advisors feel they have done enough to generate accurate client reports. Our experience tells us that they are in for a rude awakening.

Considerations on stocks

Given the tiresome discussion of the best method to evaluate the purchase - or sale - of a stock, the truth is that both fundamental and technical analysis can provide interesting tools, depending on the goal sought.

Accusource and Pivolt Announce a Strategic Partnership

Accusource and Pivolt are pleased to announce the availability of a new portfolio accounting solution named Pivolt Portfolio which will be administered by Accusource. Pivolt Portfolio’s approach to portfolio accounting advocates open and connected systems throughout the enterprise.

Robo-Advisors and its expectations

As with any disruptive technology or process on the horizon, robo-advisors are not immune to a hail of fervent criticism. At the same time, virtues are amplified on a large scale, causing frisson even on professionals used to the state of the art in technology.

Pivolt Global adds another European customer!

Wealth Manager and Multi-Family Office MAIC from Belgium has chosen Pivolt Global for its Back-, Middle- and Front Office IT environment.

Modeling a system for managing options

There is no doubt about the importance of technology in the world of finance. In some cases, the lack of automated controls makes it impossible to implement the operation, such as the setting up of strategies with options, in particular those that every investor should at least know: covered calls and the sale of puts.