Digitising wealth management

Providing investment advisors and their clients a powerful, secure, affordable wealth management platform that is fit for the future

Use Performativ to scale your business and satisfy your 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

> 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