Revolutionizing Wealth
Management Software
Providing wealth managers and their clients the powerful, secure, affordable wealth management software that is fit for the future.
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Features Fit for the Future
Dive into a suite of tools that transform complex tasks into intuitive experiences, making every interaction a step towards financial brilliance.
White Labelled
Performativ’s customizable app elevates wealth managers’ service for evolving client expectations, fostering loyalty.
Auto Rebalancing
Performativ’s Auto Rebalancing tool streamlines portfolio management, reducing manual calculations and operational risks for efficiency.
Custodian Data
Performativ connects to 300+ banks, streamlining operations, cutting costs, and allowing managers to focus on managing their clients wealth.
Order Management
Performativ’s Order Management optimizes trading, providing flexibility to route to multiple brokers, enhancing portfolio efficiency with optimised execution.
Risk Analysis
Performativ’s software enhances risk analysis, enabling advisors to make informed investment decisions, elevating wealth management effectiveness and remain compliant with regulation.
Custom Rules
Performativ enables wealth managers to set custom alerts for market events, compliance checks, and client milestones, ensuring regulatory adherence and robust risk management.
Who Do We Serve?
Performativ is helping clients across the full spectrum of the wealth management sector. See how we can help you.
Multi Family Offices
Performativ elevates MFO operations, customizing analytics for diverse portfolios and simplifying asset management. Navigate compliance effortlessly, foster trust, and redefine wealth management excellence
“Performativ is a game-changer, boosting revenue, gathering feedback, and enhancing our product.”
Multi Family Offices
End-to-End Wealth Platform
Performativ provides a comprehensive front-to-back wealth management solution with robust technology capabilities.
Scalability Empowerment
Performativ enables Multi-Family Offices to scale their operations both efficiently and effectively.
Enhanced Operational Efficiency
Performativ offers seamless custodian integrations, reducing operational costs while enhancing overall efficiency
Investment Advisors
Experience financial advising redefined. Seamlessly manage vast portfolios, craft tailored reports, and tap into comprehensive data. With our proactive tools, not only elevate client success but also fortify advisor-client bonds for lasting business growth.
“With Performativ, we’ve achieved lower churn, improved satisfaction, and cost savings.”
Investment Advisors
Efficient Portfolio Management
Performativ simplifies managing a large client base with intuitive portfolio management, saving time on routine tasks.
Custom Report
Advisors can create reports according to their specific requirements, enhancing communication and satisfaction for their clients.
Informed Decisions
Financial data and risk analysis tools empower advisors to make informed decisions and help clients achieve their financial goals.
Financial Institutions
Integrate Performativ seamlessly, streamlining data management while delivering unique digital experiences. From back-end consolidation to front-end interface customization, redefine banking in the digital era.
"Performativ's tech enables effective scaling and significant cost savings in wealth management."
Financial Institutions
Seamless Integration
Performativ seamlessly integrates with existing tech stacks, enhancing versatility for operational optimization.
Data Consolidation
Performativ effectively aggregates and organizes data from various sources, simplifying management and accurate decision-making.
Customizable Interface
Performativ offers a flexible, branded interface to enhance client engagement and meet evolving digital demands.
Single Family Offices
Performativ reimagines SFO operations, streamlining complex asset management and reporting. From diversified assets to generational wealth insights, manage with precision and ensure legacy preservation
“Our system struggled with our expanding client base, but Performativ made it efficient and scalable.”
Single Family Offices
Comprehensive Asset Management
Performativ streamlines SFO portfolio management, incorporating all asset classes bot liquid and illiquid (Private Equity, Direct Investments, Real Estate and Collectables)
Customized Reporting
Performativ offers customizable and tailored reports for multi-generational and stakeholder transparency.
Streamlined Data Management
Performativ's data connectivity simplifies aggregation, reducing admin work & enhancing accuracy for efficient SFO operations.
Our holistic front to back wealth management operating system
Our 3 Value Proposition Pillars
Scale your business in line with industry growth, innovate your offerings, and ensure optimal resource utilization
Our cutting-edge technology allows you to scale your business effectively – in line with the wealth sector’s exponential growth.
Our technology allows you to innovate your offerings and meet the dynamic demands of the modern wealth management sector.
Our technology allows you to achieve more with less, ensuring optimal resource utilization and timely decision-making
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