Performativ - Software for asset management

Use Performativ to scale your business and satisfy you clients.

Custodian integration

We are already connected to over 100 custodians (and growing)

> no need for you to source and clean custodian data

White-labelled apps

Powerful browser accessed app for the advisor and white-labelled app for the client

> client interacts with your brand on a daily basis

Real time valuation

Using our global market data licenses we revalue your clients' portfolios multiple times a day
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> your clients recieve close to real-time portfolio valuation

Native cloud technology

Scaleable infrastructure with the latest cloud tech, utilising micro-services

> fast and no IT requirement from your side

Management dashboard

Dashboard providing an overview of your business

> keep track of your business with data on your business' metrics

API gateway

The API gateway allows for integration with numerous 3rd party services

> link to Salesforce, receive ESG data from Matter, integrate KYC workflow

Digitising wealth management