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The Digital Frontier: How Tech-Driven Wealth Management is Transforming Multi Family Offices Operations
Cutting-edge tech is revolutionizing wealth management, making elite, personalized financial strategies accessible for firms of any size. Here, we take a closer look at how the shift from traditional to innovative technologies and methods democratizes the industry, enabling every firm to cater to high-net-worth clients more effectively.
Auto Rebalancing: A Key Tool for Multi-Family Offices
Auto rebalancing is a game-changer in wealth management, especially for multi-family offices managing complex portfolios. It keeps high-net-worth families' investments in sync with their strategic goals, even amid market changes. Here we take a closer look at auto rebalancing and explain how our feature is different.
Performativ Secures €5.5m to Transform Europe's Underserved Wealth Management Sector
Performativ’s recent seed raise of €5.5 million funding led by FinTech Collective will provide the capital to fuel this next stage of growth.
Embracing the Future of Wealth Management: Advanced Generative AI
Performativ's advanced generative AI feature, unveiled at Microsoft's Envision conference, empowers wealth managers of all sizes to deliver personalized client experiences and navigate the digital landscape as industry frontrunners.
Performativ has been awarded the Inn Booster grant
Performativ has been awarded a grant to advance our Settlement Engine and further the development of the platform.
Danish Startup Secures Funding for Asset Management Infrastructure
Performativ, spearheaded by CEO Albert Geisler Fox, has garnered significant investments for its platform, streamlining diverse portfolios for independent advisors and aiming to revolutionize expert financial advice accessibility.
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