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A Trusted Ecosystem
Seamless integrations and trusted partnerships that enhance your experience with our wealth management platform.
Powerful on its own. Unstoppable with the right connections.
Managing complex portfolios isn’t just about having the right tools — it’s about connecting them into a unified, intelligent ecosystem.
Integration-First by Design: Performativ is a modular platform built for seamless integration with top custodians and data providers.
Accuracy That Scales: From reconciliation to consolidated reporting, every asset and decision is driven by synchronized, real-time data.
Built for Growth: You focus on growing and protecting your clients’ wealth. We handle the complexity behind the scenes — with harmony and precision.
Powerful on its own. Unstoppable with the right connections.
Managing complex portfolios isn’t just about having the right tools — it’s about connecting them into a unified, intelligent ecosystem.
Custodians
Direct, secure connections to your trusted banking partners, brokers, and other financial service providers.