The End-to-End Operating System for Multi-Family Offices
A unified platform to manage portfolios, entities, ownership structures, private assets, reporting, compliance, and multi-generational client relationships with precision. Designed for multi-family offices that aspire to deliver exceptional service across complex structures without increasing operational overhead.
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How Multi-Family Offices Use Performativ to Deliver Exceptional Service
Performativ enables multi-family offices to operate with clarity, efficiency, and professional governance while giving families a transparent and complete overview of their assets.
Consolidate portfolios, private holdings, and mandates across custodians in one unified view.
Handle entities, trusts, foundations, and multi-generational permissions with confidence and precision.
Flexible, branded reporting that covers public markets, private assets, and consolidated wealth.
Automate trading, reporting, fee management, onboarding, document workflows, and more.
Give families access to intuitive dashboards, documents, communication, and performance insights.
Experience how Performativ modernizes wealth management, simplifies workflows, and delivers a superior client experience.
A Single Platform for Multi-Family Office Operations
Performativ brings structure, automation, and intelligence to the entire workflow for multi-family offices, combining investment capabilities with advanced consolidation and governance tools. It unifies fragmented processes across entities, custodians, and asset classes into one coordinated system, giving advisors and families a consistent, transparent, and controlled operating environment.
Performativ supports the investment needs of multi-family offices by providing tools that simplify model management, rebalancing, and multi-custodian execution.
Model & Strategy Management: Build and update strategy models that can be applied across families and entities.
Trading, FIX Gateway & Cash Management: Digital trading with FIX connectivity, unified order workflows, cash dashboards, and automated reconciliation.
Order Management: Generate single or bulk orders and route them across custodians with auditability throughout.
Bulk Rebalancing: Efficiently maintain alignment with models or strategy updates across all clients and entities.
Recurring Investment Plans: Automate contributions linked to investment strategies, ideal for family members with regular funding.
Performativ embeds compliance and governance controls into workflows across investments, entities, and family structures.
KYC Workflows with External Providers: Integrated identity verification, AML checks, and continuous screening across all family relationships.
Automatic Barring on Trading: Trading is paused when KYC, suitability, or mandate conditions are not met.
Advanced Pre- & Post-Trade Checks: Enforce concentration limits, mandate rules, suitability requirements, and investment preferences.
MiFID Compliance: Suitability checks, appropriateness tests, disclosures, and complete audit trails across all family entities.
Give families and advisors a deep, transparent understanding of performance and risk across all asset types.
Performance Analytics: TWR, MWR, P&L, volatility, Sharpe, drawdowns, sector and asset class breakdowns.
Forecasting & Simulation: Projection models, scenarios, and Monte Carlo-based simulations for long-term planning.
Metrics Engine: More than 100 GIPS compliant calculations in real time.
Custom Metrics: Add proprietary or family-specific calculations.
Risk Analysis: Dashboards for exposures, concentrations, sensitivities, and risk indicators across portfolios.
Consolidated Wealth View: Combine multiple custodians, wrappers, portfolios, and non-financial assets into a single picture.
Composite Benchmarks: Build and compare against custom benchmarks designed for the family’s investment approach.
Multi-Family Offices require visibility across a broad set of assets. Performativ supports consolidation across.
Listed Investments: Holdings, performance, exposures, and analytics.
Private Equity & Venture Holdings: Track valuations, capital calls, distributions, and ownership structures.
Real Estate and Physical Assets: Maintain asset-level information, documents, cashflows, and valuations.
Trusts, Companies, and Foundations: Consolidate all entities in the family structure with appropriate permissions.
Cash and Banking Relationships: Integrate accounts across multiple banks and custodians.
Automate complex fee agreements that are common in Multi-Family Office structures.
Fee Calculation: Support for tiered, blended, bespoke, and entity-specific fee structures.
Invoicing: Generate and distribute invoices directly through the client portal and mobile apps.
Fee Management: Centrally manage complex fee agreements for families, entities, and investment mandates.
Centralize communication and documentation across families, advisors, and administrative staff.
Secure In-App Messaging: Real time messaging with full transparency and auditability.
Notifications: Alerts for documents, portfolio events, reporting, and compliance tasks.
Email Sync & Logging: Capture and archive all family-related communication.
Document Sharing & Acknowledgement: Share agreements, statements, and reports with clear confirmation tracking.
Create professional, reliable, and fully customizable reporting across all asset classes.
Standard Reports: Branded reports for performance, holdings, private assets, cash positions, and tax.
Custom Reports: Build tailored reporting using Python and customizable templates.
Mass Reporting: Generate complete reporting packs for all family members or entities in minutes.
Family and Entity Dashboards: Flexible dashboards that show the most important data for every member of the family structure.
AI features designed to support complex multi-family office operations with faster insights and smarter workflows.
AI Assistant: Ask questions in natural language and get instant answers across portfolios and entities.
Intelligent Insights: Highlights exposures, anomalies, and events that need attention.
Guided Workflows: AI supported steps for reporting, onboarding, rebalancing, and family updates.
Data Explanation: Translates complex investment or entity data into clear client-friendly language.
Smart Search: Instantly find clients, entities, documents, or metrics.
Provide families with transparent, modern digital access across desktop and mobile.
Family Office Portal: Consolidated wealth overviews, exposures, documents, reporting, and communication tools.
Client Portal: Personalized dashboards, performance insights, reporting, and document access.
Client Mobile Apps: White-labeled iOS and Android apps with reporting, documents, and secure messaging.
Manage every relationship, entity, and family structure in one place.
Client Log: Complete history of interactions and decisions.
Prospect Management: Track prospects and convert instantly when ready.
Onboarding: Digital onboarding with identity checks and automated account creation.
Entity Management: Track entities, ownership structures, mandates, and investment preferences.
Document Storage: Secure storage of agreements, reports, and entity-related documents.
CRM Features: Tools to manage relationships without needing an external CRM.
Connect Performativ with external systems used by Multi-Family Offices.
Funding Account Management: Automate account setup and syncing across custodians.
Connectivity & APIs: Integrate proprietary or third-party tools.
Plugin Store: Add onboarding, compliance, advisory, and administrative integrations.
Market Data Integrations: Use built-in or premium data providers.
Custodian Service: Automatic ingestion and reconciliation of custodian data.
Advanced security controls designed to protect families, entities, and sensitive information.
IP Whitelisting: Restrict access based on office location.
Two Factor Authentication: Support for national identity systems like BankID and MitID.
Access Control Lists: Granular permissions for users, families, and entities.
Audit Logs: Full history of all actions taken within the system.
Adapt Performativ to match your service model, family structures, and geographic footprint.
Single and Multi-Segment Modes: Support for different family types, entities, or service tiers.
Multi-Language Support: Client portal and mobile apps available in various languages. Additional languages can easily be added.
Custom Dashboards: Tailored views for clients, advisors, CIOs, and family members.
Custom Asset Classes & Data Structures: Flexible definitions for private assets, real estate, entities, and alternative holdings.
Benefits for Multi-Family Offices
Performativ helps multi-family offices deliver world class service while reducing operational complexity.
Operate more efficiently through automation
Provide modern digital experiences for high-net-worth families
Reduce operational risk with embedded governance
Scale without adding headcount
Consolidate tools into one platform
Improve visibility across complex family and entity structures
Prepare Your Multi-Family Office for the Future
Performativ gives multi-family offices the technology foundation required to deliver superior service, operate efficiently, and grow with confidence. Book a demo now to explore the platform.