Pivot Investor Overview

Pivot Investor is a powerful investment management software designed to help individuals, financial advisors, and investment firms manage portfolios and track investment performance with ease. The platform offers a range of tools for asset allocation, risk analysis, and performance reporting, ensuring that users have a comprehensive view of their investments. Pivot Investor’s intuitive dashboard provides real-time data, helping investors make informed decisions based on market trends and portfolio performance. The software also includes advanced analytics that can predict future market movements, enabling proactive adjustments to investment strategies. With its integration capabilities, Pivot Investor allows seamless data synchronization between multiple financial accounts, making portfolio management simpler and more efficient. The platform supports various types of assets, including stocks, bonds, and alternative investments, and provides customizable reporting features that help users analyze returns and monitor fees. Whether you are managing personal investments or advising clients, Pivot Investor is an essential tool for maximizing returns and minimizing risks.

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Contact Details

  • Vendor Name Pivot Investor
  • Founded
  • Location United Kingdom

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Investment Management, Real Estate, Venture Capital

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Pivot Investor Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Pivot Investor Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • GBP (£) GBP (£)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Pivot Investor FAQs

Pivot Investor is a powerful investment management software designed to help individuals, financial advisors, and investment firms manage portfolios and track investment performance with ease. The platform offers a range of tools for asset allocation, risk analysis, and performance reporting, ensuring that users have a comprehensive view of their investments. Pivot Investor’s intuitive dashboard provides real-time data, helping investors make informed decisions based on market trends and portfolio performance. The software also includes advanced analytics that can predict future market movements, enabling proactive adjustments to investment strategies. With its integration capabilities, Pivot Investor allows seamless data synchronization between multiple financial accounts, making portfolio management simpler and more efficient. The platform supports various types of assets, including stocks, bonds, and alternative investments, and provides customizable reporting features that help users analyze returns and monitor fees. Whether you are managing personal investments or advising clients, Pivot Investor is an essential tool for maximizing returns and minimizing risks.

  • No, Pivot Investor does not offer a free version.

  • Yes, Pivot Investor offers a free trial.

  • No, Credit Card details are not required for the Pivot Investor trial.

  • No, Pivot Investor does not offer an API.

  • Pivot Investor supports the following languages:
    • English

  • Following are the typical users of the Pivot Investor:
    • Self-Employed , Small-Business , Midsize-Business

  • Pivot Investor supports the following deployment:
    • Cloud Hosted

  • Pivot Investor supports the following devices and operating systems:
    • Web-Based