Pivot Wealth
Curated by SignalFinancial planning solutions enabling advisors to streamline client management.
Overview
Pivot Wealth focuses on delivering solutions for financial planners and advisors. The platform includes tools for client management and investment strategies, such as predictive analytics for market trend forecasting, robo-advisory services, and digital dashboards for portfolio insights. It also features customizable financial planning software for analyzing client financial health and secure client portals for communication and document sharing. Compliance management systems are included to support regulatory adherence, and integrated APIs facilitate data exchange across financial services. The offerings aim to help individuals manage information overload and pursue financial success through education and personalized advice.
Key facts
- Founded
- 2015
- Headquarters
- Sydney, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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Open roles
8 rolesMortgage Broker Team Manager
Sydney, New South Wales, Australia · On-site · Volunteer
Head of Sales
Sydney, New South Wales, Australia · On-site · Volunteer
Broker Manager
Sydney, New South Wales, Australia · On-site · Temporary
