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Custodians
Danske Bank
Koppel klantenrekeningen en stem transacties automatisch af vanuit Danske Bank.
Key Advantages
Reduce Operating Costs
Performativ automates repetitive tasks, consolidates data, and minimizes manual processes, effectively lowering overall operational expenses.
Speed Up Client Onboarding
Eliminate multiple logins, streamline documentation, and deliver instant portfolio visibility, drastically expediting initial client setup.
Increase Team Efficiency
Automatically trigger compliance checks, reduce administrative tasks, and free your advisors for high-value client engagement.
Transform Client Engagement
Deliver portfolio updates in your branded client portal and app, customized reporting, and valuable insights, elevating each client’s experience.
Klaar om echte efficiëntie te ervaren?
Boek een demo om te zien hoe Performativ elk aspect van vermogensbeheeractiviteiten combineert op één platform.
