Markets are changing, relationships still rule, but the workflow is much more automated. Pivot's products allow broker-dealers to create a sophisticated and efficient information management workflow around customer transactions while maintaining their relationship network.

Quickly & Easily Get Integrated Info to the Right People

It’s 7:30 am, time to get new research to sales traders and investment ideas to position traders. Pivot 360°’s research database integration and broadcast capabilities make it easy to send morning notes or new reports to hundreds on your team, around the world, instantly. A 20 minute process becomes a 5 minute one. Then simply forward the right materials to the right customers. Our system will even help you identify them.

Everyone is First When You Broadcast

It’s 8:30 am and you need to start sending ideas to all 50 of your customers — now. It’s 9:45 and you need to immediately get a key, but obscure piece of information out to your customers. Communicate simultaneously with Personal PivotCast, Pivot's broadcast functionality, in a format that is already integrated with your customer’s workflow.

Easily Find Investment Information History

Want to see discussions on your position in London? Need to recap instructions? Review your published liquidity in a single data stream? Pivot's Instant Markets allows firms to easily view relevant data quickly and easily. Global search means content is readily available when needed.

Send Structured Pricing Data & Alerts

So, whether it’s automating a FIX order or entering price data into a trading system, Pivot's products can streamline the structure of your information as well as the process.