Tailored fintech for advisors

Tax-smart portfolio transitions

  1. Upload custodian holdings export
  2. Set target model
  3. Set client tax budget
  4. Pivot aligns the client
Try it with a sample client Getting started

A showcase of what Pivot does. Each firm gets a custom build tailored to how it invests.

Transition scenarios Portfolio value $2,801,650
Estimated tax% of portfolio value
Model alignmentafter trading
Minimum tax
$00.00%
26%
Within budget
$50,0001.78%
48%
Full transition
$140,5045.02%
100%
Fictional sample client from the demo. Figures are illustrative.
Works with your exports Schwab Fidelity Envestnet | Tamarac

Features

Lot-level loss harvesting

Finds the losing lot inside an overall winning position, which average-cost math never sees.

Real tax calculations

Federal brackets, the 0/15/20 tiers, NIIT, carryforwards, trust brackets, and all 50 states plus DC.

Scenarios side by side

Minimum tax, within budget, full transition or a custom target, compared on one screen.

Sector-aware trading

Trims overweight sectors first and fills underweight sectors first, without exceeding the model.

A showcase, built custom for your firm

See it on a realistic portfolio

This demo shows Pivot on a fictional $2.8M joint account. Every firm gets its own build of Pivot, tailored to its models, custodians and trading rules.

Start the guided demo