Performativ

Denmark

Technology Providers

Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.

Interested in Performativ?

Simple can introduce you to Performativ or suggest providers we work with directly.

About Performativ

Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.

SaaS Front-to-back wealth management system. Powerful performance and risk analytics on the whole portfolio, including non-bankable assets and connected to 300+ custodian banks. We are built with the latest tech, allowing for fast and real-time analysis and quick and pain-free onboarding.

More Details

Attribute	Details
Categories	Advisors, Asset managers, Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Technology provider
Features	Ability to Whitelabel, Banking Providers, Full Multi-Currency Support, Mobile App
Target Segments	Multi-family office, Single-family office

Create a free account to see key facts and documents.

Insights from Performativ

Wealth Management Solutions: Elevating Multi-Family Office Expectations

Simple sits down with Crispin Rolt, the COO of Performativ, to discuss how a Multi-Family Office should expect more from their portfolio management systems.