Intelligent Benchmarking
Performative Wealth management software empowers users to automatically generate composite benchmarks at the start of each reporting period by aggregating and analyzing the positions within a client's portfolio. Additionally, the software offers the flexibility to create custom composite benchmarks or apply ad hoc benchmarks to tailor the performance evaluation to specific portfolio strategies or client preferences, ensuring a highly adaptable and personalized approach to wealth management.
The client segment(s) this feature is aimed towards
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.
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.
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
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
The other platform features that reshapes how wealth managers perform
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