AML Compliance

AML Compliance: Performativ's AML Compliance functionality ensures the immutability of client onboarding records and KYC checks, providing an unalterable audit trail for regulatory purposes. It also incorporates alert capabilities to trigger mandatory AML checks and seamlessly integrates PEP (Politically Exposed Persons) and sanctions screening, enhancing the software's ability to identify and address potential compliance risks effectively. This comprehensive approach promotes regulatory adherence and safeguards the firm and its clients against financial misconduct.

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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

Multi Family Offices

The other platform features that reshapes how wealth managers perform

Streamlined client relationship tools, offering a simplified yet effective approach to managing interactions

Document Repository

Centralized document hub for easy access & management of crucial client files

Customize the look & feel to reflect your brand and meet evolving digital demands

Modern wealth tech priced right, bridging all firms to a competitive future

Intelligent Benchmarking

Dive deep with benchmark-centric analysis, adaptable metrics, and custom calculations

Advanced risk analysis & reporting for informed investment decisions

Industry-leading encryption and stringent access controls for maximum security

Define and tailor unique report templates for optimal investment data presentation

Comprehensive Asset Classes

Allows client to model private equity commitments and model all NBA e.g. real estate, direct investments and collectables

Flexible & fully customizable, for seamless connectivity with third-party services

Auto Rebalancing

Streamlined auto-rebalancing for precision & enhanced portfolio management

Order Management

Streamlined, comprehensive trading with precise order execution & tracking

Custom alerts for AML, PEP, MiFiD & market shifts, ensuring robust compliance

Sustainability Embedded

ESG-integrated portfolios & optimized trading with centralized order management

Process & leverage data from 300+ EU banks in one place for faster and better decisions

The Digital Frontier: How Tech-Driven Wealth Management is Transforming Multi Family Offices Operations

See why Perfomativ is the fastest growing wealth management system in the market

70 %

Reduction in operating cost

200 %

Faster onboarding

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