Custom Rules
Wealth managers can define custom rules and alerts within Performativ to comprehensively monitor specific events or conditions in client portfolios. These alerts encompass dynamic market conditions, AML and compliance checks, client birthday reminders, PEP (Politically Exposed Persons) and sanctions hits, as well as triggering alerts for MiFiD (Markets in Financial Instruments Directive) rules compliance. This robust functionality ensures governance and regulatory compliance while providing wealth firms with a truly comprehensive risk management and client servicing tool, delivering control and peace of mind.
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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