Pivot: U.S. Bank Investment Services client portal 

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Pivot. Simple, Fast. Powerful. 

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Data, Technology, Productivity 

Custom built for Government agencies, Insurance companies, Investors, Corporations, Asset managers, Foundations, You 

Streamlined operations, Real-time cash, Reconciliation, Process workflows, Cash management, Trade activity, Smart analytics 

Unmatched user experience and design...One platform. Intuitive, Modern, Elegant. Global corporate trust, Global fund services, Custody solutions. Leading the way for Investment services 

Alternative investment and mutual fund managers; Comprehensive portfolio dashboard: data transparency, process management; Portfolio NAV, P&L and returns; NAV approvals; Third party reconciliations; workflow summary

CDO asset managers: Comprehensive deal dashboard: review, compare, act; customized data tie-out; loan notice search; hypos in five clicks or less; analytics with tableau visuals

Corporate and municipal bond issuers: Comprehensive debt and bond data: cash, holdings, bonds outstanding; secure document management; enhanced customized reporting; debt schedules, payments and invoices; compliance workflow

Structured finance issuers: Live cash and securities: Real-time and Secure; Secure document management; enhanced customized reporting; detailed structured product views

CDO, ABS and MBS investors: Deal dashboard and notifications: quickly access reports and confirm payment details; streamlined deal access; centralized document management; detailed structured product views

Cash and custody clients: Multi-currency portfolio dashboard: Live cash, cash management, bulk uploads for trades; projected cash activity; pending and failed trades; detailed fund and account views; straight through processing for cash trades

Introducing our new mobile experience: Pivot in your pocket; Comprehensive deal data and alerts; cash files and reports; total asset exposure; time machine

pivot. Simple. Fast. Powerful. 

Pivot gives you streamlined access to account data, reporting and analytic tools - anytime, anywhere 

U.S. Bank 
Corporate Trust, Custody, Fund Services. Pivot.Usbank.com. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval. Investment products and services are: Not a deposit, Not FDIC insured, May lose value, Not bank guaranteed, Not insured by any federal government agency. U.S. Bank is not responsible for and does not guarantee the products, services, performance or obligations of its affiliates. Copyright 2020 U.S. Bank