WtR Software B.V. is representing Pivolt Ltd. in Europe and is providing a complete solution for the investment community to support your back-office operations (PMS), as well as front-office operations ie., On-boarding, Customer Relationship, Trade Execution, Revenue Billing and a very flexible Portal for internal and external communications and reporting with embedded AI for easy and instant changes.
1
Pivolt Desk
This is our flexible portfolio accounting system. The portfolio accounting database is the repository containing all the vital information, current and historical, associated with a clients’ holdings, including positions, transactions, cost and market valuations, gains and losses. It covers all conceivable asset classes, such as equities, fixed income, deposits, private equity, real estate, non-financials etc. and calculates and delivers all possible returns and risks.
2
Pivolt Front
Designed to operate fast and integrated with all other Pivolt components. Our solution embodies a true IBOR (Investment Book of Record) concept. With robust rebalancing and compliance monitoring features included, Pivolt Front streamlines and simplifies your entire trade process.
3
Pivolt CRM
It offers all the features geared towards strengthening the Sales, Marketing, and Client Support functions, incl. onboarding processing.
4
Pivolt Billing
PivoltBilling provides a highly flexible, automated solution for billing. Our component allows for the calculation of fees according to different formulas and at varying levels of services provided. It can also be integrated with 3rd party portfolio accounting systems.
5
Pivolt Portal
Pivolt Portal interacts on-line with your clients and delivers information on client portfolio performance, transactions, cost and market values, charts, graphs, and other possible information and formats. It can be tailored to suit the client through custom columns, user-defined layouts and specifications. Our portal is integrated to PivoltDesk, but can also be integrated to 3rd party portfolio accounting systems, if desired. Our embedded AI functionalities, allows for easy and instant changes to reports, new reports and dashboards as well as our Story Boards. Our Story Boards provide an overview of the individual holdings and potential influences of geo-political and local developments.
