Moving beyond spreadsheets

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

Spreadsheets weren’t built for enterprise pivoting

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

Pivoting that runs at the speed of live data

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™ turn this complexity into clarity.

By sitting directly on top of enterprise data flows, LivePivots™ allow 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 scale to the size and complexity of modern financial data, while maintaining full control over who sees what.

LivePivots™ architecture: enterprise data sources flow into LivePivots, which delivers personalized, entitled pivot views to every user.
Business data scattered across multiple data sources

Order management systems for various asset classes, execution management systems in various regions, sales by channels…

Capabilities
  • Millions of rows
  • Hundreds of columns
  • Hundreds of users
  • Real-time data
Many end users interact with the data using different levels of aggregation

Risk, treasury, supervision, sales, analytics, regional teams…

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.

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.

Seamlessly imports Excel spreadsheets.

Connecting LivePivots to multiple data sources

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.

LivePivots updating live as new data arrives

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
LivePivots aggregating millions of rows

Choose your viewpoint

Reconfigure aggregation 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
LivePivots reconfiguring aggregation trees

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.

LivePivots running in a browser on multiple devices

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.

LivePivots enforcing entitlements

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.

Acting on insights from within LivePivots

Operational model

Collaborative and version-controlled

LivePivots™ enable 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
Version-controlled LivePivots deployment

Get started

Ready to upgrade from spreadsheets to LivePivots™?

Book a 30-minute session with a 3forge solutions engineer and see LivePivots™ running against your own data, sources, and workflows.