White Labelled
Performativ enables wealth managers to enhance customer satisfaction by providing a superior digital experience through our customizable app. As wealth transfers to younger generations, this level of digital excellence becomes essential. By branding the app with their own logo and unique elements, wealth managers offer a seamless and consistent user experience, reinforcing their commitment to meeting the evolving expectations of their clients, ultimately fostering stronger relationships and client loyalty.
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
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.
The other platform features that reshapes how wealth managers perform
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