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Custodians
Fondab AB
Swedish fund marketplace and platform provider.
Key Advantages
Reduce Operating Costs
Performativ automates repetitive tasks, consolidates data, and minimizes manual processes, effectively lowering overall operational expenses.
Speed Up Client Onboarding
Eliminate multiple logins, streamline documentation, and deliver instant portfolio visibility, drastically expediting initial client setup.
Increase Team Efficiency
Automatically trigger compliance checks, reduce administrative tasks, and free your advisors for high-value client engagement.
Transform Client Engagement
Deliver portfolio updates in your branded client portal and app, customized reporting, and valuable insights, elevating each client’s experience.
Ready to Experience True Efficiency?
Book a Demo to see how Performativ combines every aspect of wealth management operations in one platform.
