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All-in-One Wealth Management Platform
Performativ consolidates your clients’ holdings, from bank accounts to private equity, into one easy-to-use wealth management platform. No more wrestling with multiple systems or scattered data; just a clear, unified view that helps you focus on what matters: delivering value to your clients.
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ISO 27001 Certified: Your Business and Your Clients’ Wealth, Secured to the Highest Standard
Reduce Operating Costs
Performativ automates repetitive tasks, consolidates data, and minimizes manual processes, effectively lowering overall operational expenses.
Speed Up Client Onboarding
Eliminate multiple logins, streamline documentation, and deliver instant portfolio visibility, drastically expediting initial client setup.
Increase Team Efficiency
Automatically trigger compliance checks, reduce administrative tasks, and free your advisors for high-value client engagement.
Transform Client Engagement
Deliver portfolio updates in your branded client portal and app, customized reporting, and valuable insights, elevating each client’s experience.
The White-Labeled Platform for Wealth Management
Performativ’s wealth management platform consolidates data from multiple sources into a single interface reflecting your brand. With actionable insights, robust tools, and a customizable app, scale effortlessly while offering clients a seamless and modern digital experience.
Multi-Custodian
Data Aggregation
Aggregate assets across multiple sources, ensuring easy oversight and streamlined workflows.
Portfolio Management & Analytics
Simplify order execution for portfolio growth and analyze performance benchmark results.
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Stay Ahead with
Complete Visibility
Generate professional reports, customize dashboards, and simplify even complex portfolios. Turn scattered data into actionable insights for your team and clients.
Reporting & Dashboards
Customize reports, track performance, and highlight metrics for every client.
Public & Private Investments
In addition to equities, handle real estate, private equity and collectables in one place.
Boost Efficiency with
a Holistic Approach
to Wealth Management
A wealth management software with automation capabilities and seamless integrations lightens your workload and reduces bottlenecks. Connect existing systems effortlessly and watch productivity soar.
Automation & Efficiency Tools
Execute portfolio rebalancing, set alerts, and track tasks for seamless workflows.
Integrations & Extensibility
Link 3rd party software, broker platforms, and build add-ons with Performativ’s open APIs.
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Stay Secure and Scale Confidently
Performativ protects sensitive data with advanced protocols and adaptable infrastructure. Expand your services worry-free, knowing security and
flexibility power each step forward.
Customization & Scalability
Define pricing models while leveraging intuitive features and client onboarding approaches that align with your needs.
Security & Compliance
Enforce access controls, meet regulations, and protect data with industry-leading protocols.
Portfolio & Wealth Management for Professionals
Performativ’s wealth management software consolidates assets, automates tasks, and boosts efficiency for a variety of financial specialists and organizations.
Wealth Managers
Maximize portfolio oversight, enhance client collaboration, and ensure regulatory compliance across multi-asset portfolios.
Asset Managers
Optimize multi-asset strategies, strengthen performance analytics, and streamline operations for institutional-scale investing.
Investment Advisors
Deliver personalized investment guidance with client-centric reporting, automated workflows, and a unified portfolio view.
Banks
Seamlessly integrate into banking infrastructure to consolidate data, automate workflows, and ensure compliance.
Family Offices
Oversee private equity, real estate, and generational wealth within one secure, scalable platform.
"Performativ can deliver 'the dream,’ which, for an independent wealth manager, is integrating all technological capabilities into one system."
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Our Holistic
Platform’s Value Pillars
At Performativ, we believe a truly holistic approach is the key to success. Our wealth management platform is built around three core pillars, ensuring you can effortlessly adapt, evolve, and thrive in a shifting financial landscape.
Scalability
Easily expand to new markets, onboard more clients, and manage diverse asset classes without performance bottlenecks.
Product Improvement
Stay ahead with continuous feature enhancements, advanced analytics, and integrations that keep your service offering ahead of the competition.
Operational Efficiency
Automate manual work, unify data, and streamline daily tasks, so your team can focus on what truly matters.
Our Clients Manage Over
€
20
Billion
Join finance professionals across Europe who trust us to fuel their growth—and start maximizing yours today.
Ready to scale your wealth management business?
Experience the power of the Performativ platform firsthand and discover how it can take your business to the next level.
Connect with us
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