For Your Firm
Built around how your firm invests
Tailored to your firm's investment goals
Pivot is built and maintained by Carter Wong, who adapts the engine to each firm it serves, from the selling and buying priorities to concentration thresholds and the custodian exports you use.
- Your modelsBy ticker, by sector or both, saved and reused across every client.
- Your constraintsEach account's equity, fixed income and cash mix, its tax budget, and positions locked from trading.
- Your rulesTrading priorities and thresholds set to match how your firm invests.
Current version
Client data never leaves the machine
Today, Pivot runs entirely on the advisor's own computer, with no server-side database and no AI in the calculation path.
Deployment is shaped around each firm's security and compliance requirements.
Runs locally
The engine and every client file stay on the advisor's computer. There is no cloud database.
Deterministic and auditable
No AI and no live market data in the calculations, so every plan can be reproduced.
Interested in a build for your firm? carterwong.cw@gmail.com
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