Our platform is designed to simplify every facet of portfolio management. From custodian data aggregation to private market deal tracking, we help advisors, banks, and family offices operate more efficiently.
Stay on top of every client portfolio with dynamic dashboards and deeper insights. Our wealth management platform lets you unify client data for instant analysis.
Consolidated Client View: A holistic breakdown of each client’s wealth across all asset classes.
Performance Analysis & Benchmarking: Track returns, set benchmarks, and evaluate results over time.
Order Management & Rebalancing: Maintain target allocations with automated or manual trade routing.
Cash Flow & Liquidity Forecasting: Plan for capital calls, fees, and rebalancing needs.
Risk Analysis: Run compliance checks and risk metrics for better investment decisions.
As your go-to investment reporting software, Performativ delivers customizable dashboards and on-demand reports, so you can keep clients informed and regulators satisfied.
Customizable Dashboards: Tailor layouts for advisors, admins, and clients.
Flexible & Automated Reporting: Configure standard or custom templates for MiFID, ESG, or cost disclosures and prepare reports seamlessly.
Compliance Reporting: Provide an unalterable audit trail for regulatory purposes with immutable client onboarding records and KYC checks.
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We scale as you scale – because no two firms are alike.
Flexible Pricing: A fixed annual or multi-year fee plus transparent AUM-based charges to suit every size of operation.
Intuitive Features: Harness the power of a diverse set of features - from CRM to private equity tools.
Custom Implementation: We tailor our platform to your workflows, branding, client portfolio structures, and reports.
Aggregate data from multiple custodian sources. Our wealth management platform ensures you stay fully informed, no matter what instruments your clients are invested in.
Custodian Integration: Automatically sync holdings and transactions from financial institutions.
Diverse Asset Class Coverage: Include stocks, bonds, private equity, and real estate in one view.
Automated & Manual Feeds: Seamlessly blend automated feeds with manual entries for rare assets.
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Reduce manual tasks and streamline daily operations so you can devote more time to building client relationships.
Portfolio Rebalancing: Generate trades based on preset rules you define to maintain target allocations.
Alerts & Notifications: Get updates on market changes, compliance triggers, or client milestones.
Client Communication: Engage with clients through in-app messaging, seamlessly synced with their emails for effortless interactions.
Deliver a personalized experience reflecting your brand with our customizable platform. Strengthen client trust with a professional interface that feels uniquely yours.
Brand Consistency: Apply your logo, colors, and design elements for a cohesive digital presence.
User-Centric Interface: Deliver a modern, intuitive experience that meets client expectations.
Agile & Future-Ready: Stay competitive with adaptable technology that evolves with your business.
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Our system is built to surpass global security requirements, providing you with the advanced controls, certifications, and processes you need to stay compliant and protect sensitive data.
ISO 27001 Certification & Data Security: Safeguard client data with industry-leading encryption and security protocols.
Regulatory Compliance: Align with MiFID, SFDR, and other frameworks by logging everything in one place.
Access Controls & Permissions: Assign roles to keep sensitive data visible only to authorized users.
Easily oversee private equity investments such as real estate, direct investments, and complex assets. Keep valuations, commitments, and documentation at your fingertips.
Private Equity & Real Estate Tracking: Centralize deal info and manage timelines in one secure space.
Complex Asset Support: Handle collectables, venture capital, and more with custom fields and valuation methods.
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Easily integrate Performativ with your existing tech stack to streamline workflows, unify data, and reduce operational complexity.
Open API & SDK: Pull or push data to build custom solutions and third-party add-ons.
Custodian & Broker Integrations: Access pre-built connectors for popular custodians like Interactive Brokers, with the flexibility to integrate new custodians of your choice.
Accounting & Back-Office Systems: Synchronize ledgers and automate financial entries seamlessly.
By now, regulated financial entities should be compliant with the Digital Operational Resilience Act (DORA), but compliance isn’t a one-time effort. Maintaining adherence to DORA requires continuous oversight and proactive management.
That’s why we developed DORAedge—a platform designed to simplify and streamline your ongoing regulatory compliance journey.
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Capture a real-time overview of your DORA-related operations and obligations, collaborate with colleagues, and stay on top of tasks.
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Track ICT third-party providers, monitor potential risks, and identify subcontractor dependencies.
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Log and manage incidents from within your ICT network, and ensure streamlined, seamless regulatory reporting.
Discover why our customers choose us to deliver a digital wealth management experience that boosts performance, efficiency, and client trust.
Valuedge, an independent wealth management firm, found itself constrained by legacy systems that hindered its ability to effectively offer personalized service to its clientele. Seeking to streamline and innovate their processes, they embarked on a digitalization journey in partnership with Performativ.
Book a demo to see how Performativ combines every aspect of wealth management operations in one platform.
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