Performativ's software offers impressive risk analysis and reporting capabilities, enabling wealth managers to assess portfolio risk exposure, evaluate potential downside scenarios, and generate insightful reports. This empowers advisors to make informed investment decisions on behalf of their clients, enhancing the overall effectiveness of wealth management strategies.
The client segment(s) this feature is aimed towards
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.
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.
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