Comprehensive Asset Classes
Performativ's comprehensive platform is designed to accommodate a diverse range of asset classes, including liquid assets, illiquid holdings, real estate investments, collectibles, and direct investments. Its flexibility extends to the modeling of complex asset classes such as private equity, allowing wealth managers to construct and manage portfolios that span the entire spectrum of investment options. With this broad asset class coverage, Performativ empowers wealth managers to offer diversified and tailored investment strategies that align with the unique objectives and risk tolerance of their clients, enhancing their ability to achieve optimal portfolio performance. This versatility positions Performativ as a valuable tool in navigating the complexities of today's multifaceted investment landscape.
The client segment(s) this feature is aimed towards
Multi Family Offices
Performativ elevates MFO operations, customizing analytics for diverse portfolios and simplifying asset management. Navigate compliance effortlessly, foster trust, and redefine wealth management excellence
Experience financial advising redefined. Seamlessly manage vast portfolios, craft tailored reports, and tap into comprehensive data. With our proactive tools, not only elevate client success but also fortify advisor-client bonds for lasting business growth.
Integrate Performativ seamlessly, streamlining data management while delivering unique digital experiences. From back-end consolidation to front-end interface customization, redefine banking in the digital era.