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Family-Offices Challenges



In a connected world, it is imperative to have modern, scalable and flexible solutions in order to fulfill all the needs required from demanding family members.

Family-Offices Value Proposition


Our platform has a number of features to help you cope with the challenges presented by the most sophisticated family offices:


  1. Simplified workflow - Forget about spreadsheets and manually tying together information from disparate systems. Our platform is highly customizable and can be tailored to how you want to operate. Simplify workflow and reduce administration overhead with our portfolio accounting functions and our easy-to-understand dashboard. Our robust rebalancing and compliance engine make it a breeze to recompose your portfolio whenever it is needed.

  2. Data Aggregation - Timely insights depend heavily on being able to collect all the information relating to your family portfolios. By compiling data across multiple sources, including custodians, banks and held away accounts, our platform will consolidate it into a single portfolio, allowing for a centralized view. Information on performance, portfolio deviation, comparison against benchmarks, cash flow and other metrics become readily accessible at your fingertips, either through the dashboard or via our mobile version.

  3. Family Structures - By allowing and automating the process of creating chained family structures, we are able to cross multiple generations and provide detailed information for each household or single entity as needed. Once the family structure has been set, it is straightforward to query information through the dashboard or by specific reports on a case by case basis.



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

Pivolt Desk

  • Portfolio Management & Accounting
  • Multi-currency
  • Multi-lingual
  • Portfolio Analytics & Reporting
Learn More

Pivolt Portal

  • Dashboards & Reporting
  • Mobile
  • Document Manager
  • Webchat
Learn More

Pivolt Front

  • Trade blotter
  • Real time positions & cashflow
  • Rebalancing
  • Compliance check
Learn More

Questions?

Contact us at sales@pivolt.com or reach us at our contact page

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