Eliminate manual tasks and optimize your customer experience with Performativ’s wealth management platform. Gain more time for strategic decision-making, building client relationships, and growing your business.
Execute orders across a wide array of instruments with our multi-custodian integration and track orders seamlessly in your dedicated dashboard. Efficient order routing and execution minimize your costs while advanced risk analysis capabilities enable you to assess portfolio risk exposure, evaluate potential downside scenarios, and generate insightful reports.
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Establish an immutable audit trail for regulatory purposes with seamless integration of client onboarding records and KYC checks. Performativ’s built-in PEP (Politically Exposed Persons) and sanctions screening helps you effectively identify and mitigate compliance risks, safeguarding your business and your clients from financial misconduct.
Impress your clients with professional portfolio reports while efficiently managing relationships through our lite CRM. Seamlessly integrate with industry-standard third-party CRM solutions and centralize client documents - such as contracts, statements, and compliance files - using our secure document repository.
Define rules to keep portfolios aligned with target asset allocations, and let our system support on the rebalancing. Minimize operational risks, reduce manual calculations, and achieve greater efficiency.
Schedule recurring portfolio performance reports to keep clients informed and let our system handle invoicing. Say goodbye to time-consuming manual processes and focus on strategic priorities instead.
Our alert system automatically prompts the necessary AML checks and helps you stay on top of MiFiD compliance requirements. You no longer need to worry about missing compliance tasks or doing manual checks.
Offer your clients secure, real-time access to their portfolios anytime, anywhere. Customizable to reflect your brand, our web portal and mobile app support multiple languages, and additional languages can be added in just a few days.
Create tailored reports that meet your clients’ unique needs or use our standard templates to set up portfolio reporting quickly and efficiently.
Maximize portfolio oversight, enhance client collaboration, and ensure regulatory compliance across multi-asset portfolios.
Optimize multi-asset strategies, strengthen performance analytics, and streamline operations for institutional-scale investing.
Deliver personalized investment guidance with client-centric reporting, automated workflows, and a unified portfolio view.
Seamlessly integrate into banking infrastructure to consolidate data, automate workflows, and ensure compliance.
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."
Join finance professionals across Europe who trust us to fuel their growth—and start maximizing yours today.
Streamline operations with Performativ’s all-in-one platform. Automate manual tasks, reclaim your time, and focus on growing your business while providing exceptional service to your clients.
William Metcalfe
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