CRM Lite
Performativ wealth management software incorporates customer relationship management (CRM) features that are generally sufficient for small to medium-sized wealth managers. Nevertheless, it also offers the flexibility to seamlessly integrate with industry-standard third-party CRM software solutions, making it a scalable and adaptable choice to meet a wide range of client relationship management needs.
The client segment(s) this feature is aimed towards
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
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.
The other platform features that reshapes how wealth managers perform
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