Risk and Portfolio Managers
Real-Time Data Aggregation and Analysis with LivePivots™
Slice and aggregate millions of rows and hundreds of columns instantly, even with live data, for tailored views that integrate with your workflows.
The problem
Traditional spreadsheets break down as enterprise pivoting tools because they don’t scale beyond a million rows, can’t unify multiple data sources, and lack entitlements or version control. They also fail to handle real-time data, dynamic aggregation trees, or embedded workflows, making them unsuitable for decision-making at the speed and scale financial institutions require.
The solution
LivePivots™ in 3forge transform pivoting from a static reporting tool into a dynamic, real-time capability built for streaming data. Business teams can instantly explore information from multiple perspectives, by region, product line, customer segment, or operational metric, and adjust aggregation paths on the fly. Operations leaders can monitor performance or risk exposure as conditions shift, without waiting for overnight refreshes or manual updates.
LivePivots™ deliver:
- Instant aggregation across millions of rows and thousands of columns
- Continuous updates in sync with every incoming data point
- Filters, formatting, and sorting that remain reliable under live conditions
- Seamless synchronization across multiple data sources
Beyond surface-level visualization, LivePivots™ integrate directly into enterprise workflows—normalizing inconsistent data formats, enforcing entitlements, persisting state, and even triggering actions straight from the pivot view. The result: insights that are not only transparent, but immediately actionable.
Data architecture
Where LivePivots™
fill a functional gap
In modern enterprises, data rarely lives in one place. It spans fragmented systems, grows to millions of rows, and carries strict entitlement rules. LivePivots™ turns this complexity into clarity.
By sitting directly on top of enterprise data flows, LivePivots™ allows every user to interact with real-time and historical data through customized pivot paths, each with unique filters, aggregations, and permissions enforced at the data level. Unlike point tools or manual workarounds, LivePivots™ seamlessly scales to the size and complexity of modern financial data, while maintaining full control over who sees what.
Beyond dashboards
From spreadsheet
to analytics application
See LivePivots™ in action: a real-time pivot that pulls together millions of rows from multiple data sources, instantly updating as new information streams in. Every user gets their own view complete with filters, entitlements, and workflows, so what you’re looking at isn’t just a static report, it’s a living, interactive window into your enterprise data.
LivePivots™ by 3forge delivers real-time, scalable, and secure data aggregation from any source, empowering teams to explore, analyze, and act on insights anywhere, instantly and collaboratively.
Explore the future of data pivoting with LivePivots™:
Beyond dashboards
How LivePivots™ improve over traditional dashboard analytics
Universal
Connect to any
data source
LivePivots™ seamlessly integrate with diverse data sources, normalize incompatible formats, synchronize updates across multiple inputs, and enable continuous real-time aggregation and analysis without manual intervention or data silos.
- 35+ database adapters
- 15+ feed adapters
- Seamlessly imports Excel Spreadsheets
Up-to-the-second
Updates in real time
LivePivots™ update continuously as new data arrives, aggregating, filtering, and recalculating across massive datasets in real time. Decision-makers gain immediate visibility into positions, exposures, and trends, eliminating the delays and outdated views common in traditional dashboards and spreadsheets.
Scalable
Effortlessly aggregate
millions of rows
LivePivots™ handle massive, high-velocity datasets effortlessly, optimizing performance to minimize latency and scale seamlessly across users.
- Traverse millions of records instantly
- Aggregate and sort across hundreds of fields
Choose your view point
Reconfigure trees dynamically
Actionable insights rarely surface from rigid hierarchies. LivePivots™ let you edit your aggregation path dynamically and recalculate values on the fly so you can explore, drill down, and make more informed decisions.
- Unlimited aggregation levels
- Each user can define their own aggregation path
Portable
Access data Anywhere
3forge is delivered in a web browser window for immediate access to your tailored dashboard from your desk, meeting rooms, and even on mobile devices. You can stay on top of the metrics you track anywhere you work.
Compliant
Enforce data
entitlements
3forge enforces role-based access and data entitlements, ensuring users see only the data they are authorized to view. LivePivots™ apply permissions at every level of the pivot, maintaining secure, compliant workflows while enabling real-time analysis and decision-making across teams.
Workflow-oriented
From insight to action in
one app
LivePivots™ integrate completely with your decision making processes so the changes users want to make can be effected directly from the app, in full compliance with permissioning models, and the oversight and escalation protocols in your team.
Operational model
Collaborative and
Version-Controlled
LivePivots™ enables orderly tracking, testing, and deployment of features to QA and production environments. You will never chase the correct version of a model, filter, or feature again.
- Satisfies even the most stringent IT requirements
- Integrates with virtually all source control systems like GIT and Perforce
- Centralized deployment to users
Ready to upgrade from spreadsheets to LivePivots™?