The Operating Backbone for Next-Generation Financial Institutions
Performativ enables financial institutions to standardize front-to-back advisory processes, unify multi-domain data architectures, and modernize legacy technology estates across the entire enterprise. Our platform provides the infrastructure, governance, and control frameworks required to deliver scalable, compliant, and connected wealth services in complex, multi-entity banking environments.
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How Leading Banks Operationalize Wealth Through Performativ
Enterprise-Wide Data Unification Across Banking, Investment, and Insurance Domains
Banks operate across multiple core systems: deposits, lending, payments, custody, securities, pensions, insurance, and enterprise applications. Performativ consolidates these sources into a single, governed enterprise data foundation with full lineage, reconciliation integrity, and standardized taxonomies, ensuring accuracy across advisory, compliance, and oversight functions.
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Modernization of Legacy Platforms Without Disrupting Core Banking Architecture
Many institutions rely on portfolio engines developed decades ago. These systems carry technical debt, rigid data models, and fragmented vendor extensions. Performativ overlays this landscape with a cloud-native orchestration layer, API integration fabric, and canonical data model, enabling modernization without initiating high-risk core replacement or transformation-program replatforming.
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Standardized Advisor Workstations Across Branch, Digital, and Hybrid Channels
Performativ provides a unified advisory environment with real-time portfolio insights, multi-asset analytics, MiFID II/Suitability controls, embedded risk-limit monitoring, exposure dashboards, and benchmark analysis. This delivers a consistent, compliant, and auditable advisory process for large, distributed advisor networks.
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Real-Time, Multi-Product Digital Client Experiences
The platform consolidates wealth, deposits, loans, pensions, insurance, and investment products into a single digital client interface with intraday refresh cycles, data-quality checks, and automated disclosure logic. Real-time reporting replaces batch-based, PDF-driven communication.
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Centralized Oversight, Governance, and Enterprise Control
Performativ provides senior management, compliance, and risk functions with centralized supervisory dashboards, audit-ready data structures, delegated-authority frameworks, and embedded pre-/post-trade rule engines. Governance remains consistent across legal entities, regions, and distribution channels.
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A Single Platform for Multi-Family Office Operations
Three integrated layers that power a unified wealth platform.
The Orchestration Layer
A Connected Enterprise Data Backbone
Performativ integrates with core banking systems, custody platforms, securities processing engines, policy administration systems, and shared enterprise applications to create a unified data foundation.
Capabilities include:
Aggregation of deposits, loans, payments, and ledger-level transaction data
Integration of listed and private-market holdings, corporate actions, valuations, and performance time series
Consolidation of insurance and pension records into normalized product schemas
Harmonization of CRM, compliance, and reporting data into bank-standard data dictionaries
This architecture replaces legacy point-to-point interfaces with a scalable service-oriented integration layer designed for performance, governance, and auditability.
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The Intelligence Layer
Analytics, Controls, and Automated Decisioning
The intelligence layer transforms unified data into regulatory-aligned analytics, automated decisioning workflows, and front-to-back operational assurance.
Capabilities include:
Multi-asset portfolio analytics and benchmark governance frameworks
Model portfolio rebalancing with automated drift controls, tolerance thresholds, and execution routing
Detailed performance and attribution decomposition
Pre- and post-trade compliance aligned with investment guidelines, product governance, and jurisdictional rulesets
Scenario, exposure, and stress-testing models aligned with supervisory expectations
Enterprise workflow automation for approval chains, exception handling, and reconciliation breaks
These tools support institutional-grade risk management, operational resilience, and supervisory visibility.
The Engagement Layer
Advisor and Client Interfaces at Institutional Scale
The engagement layer translates intelligence into consistent, compliant, and highly scalable advisor and client experiences.
Capabilities include:
Unified advisor workstations consolidating KYC records, portfolio constructs, householding structures, risk assessments, and suitability documentation
Real-time digital client portals with multi-product reporting across investments, insurance, pensions, and banking products
Comprehensive onboarding with digital identity verification, AML screening, and automated data capture
Goal-based planning, proposal generation, appropriateness tests, and regulatory disclosures
ESG and sustainability integration aligned with SFDR and client preference frameworks
Oversight dashboards enabling real-time visibility for first-line, second-line, and supervisory control functions
These interfaces ensure consistency, governance, and operational control across the institution’s full distribution footprint.
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Extensible Architecture
and Integration Framework
Performativ’s open architecture enables connectivity with specialized partners in quantitative analytics, sustainability data services, CRM systems, external risk engines, and advisory workflows, ensuring extensibility without infrastructure fragmentation.
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Institutional Outcomes for Large Financial Enterprises
Support large advisor populations with consistent, governed, and compliant advisory processes.
Deliver modernization objectives through modular, low-disruption deployment patterns.
Improve oversight with embedded rule engines, immutable audit trails, and standardized enterprise-wide control frameworks.
Support large advisor populations with consistent, governed, and compliant advisory processes.
Deliver a transparent, real-time, multi-product digital experience aligned with customer expectations and regulatory requirements.
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.