Real-time online reporting for wealth management
Investment management changes quickly. Clients no longer settle for periodic PDFs.

Investment management changes quickly. Clients no longer settle for periodic PDFs.
Keep track of your business using our advisor dashboard with data on your business' metrics
We believe that the smaller asset management businesses has been neglected in recent years. Many portfolio management systems are heavy and requires deep-rooted integrations. We offer the easiest and most innovative portfolio management systems for asset management on the market.
More About UsPerformativ is a preferred partner for the wealth management and asset management industry.
Keeping real-time information on your business can be hard. With Performativ it becomes easier.
Your data belongs to you and your clients. Use our full-flexed API to access it. Use our vetted data providers to augment your reporting and forecasting.
Financial regulation is complex and ever-changing. With Performativ embedded in your business, we understand regulation and help you stay compliant.
We believe our system, out of the box, can bring value to all asset and wealth managers. But not all business is the same, and through our partners, you might acquire even more value.
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