Privacy & Terms

Effective October 25, 2026

Privacy

We don't collect personal information. There are no accounts, sign-up forms, cookies or advertising trackers on this site.
The demo stays in your browser. It runs on a fictional sample client. Anything you change exists only in your browser tab and is gone when you close it. Nothing is sent to us or stored.
Service providers. Like any website, our host (Vercel) receives standard connection details such as your IP address in order to serve pages, and fonts are loaded from Google Fonts. Their own privacy policies apply.
Email. If you email us, we use your message only to reply.

A showcase, not a service. This site demonstrates Pivot's capabilities. It is not offered for use with real client data.
Not advice. All figures are illustrative and based on fictional data. Nothing here is tax, legal or investment advice, or a recommendation to buy or sell any security.
No warranty. The site and demo are provided "as is," without warranties of any kind. To the extent the law allows, we aren't liable for any loss arising from their use.
Ownership. Pivot, its software and this site's content belong to Carter Wong. Please don't copy or redistribute them without permission.
Third-party names. Schwab, Fidelity, Envestnet and Tamarac are trademarks of their owners and are named only to describe compatible export formats. Pivot isn't affiliated with or endorsed by them.