Performativ is built for organizations managing investments on behalf of others. From independent wealth managers to global financial institutions, we provide the operating system that unifies data, workflows, and governance. Run your firm on Performativ to increase control, automate operations, and deliver superior client outcomes.
Operate discretionary and advisory mandates across custodians with full control, transparency, and efficiency. Performativ unifies portfolio management, reporting, and client engagement, enabling wealth managers to scale operations while delivering a consistent, high-quality client experience.
Portfolio Oversight: Manage portfolios, mandates, and exposures across custodians within a single system.
Client Experience: Deliver real-time reporting, communication, and insights in a seamless digital interface.
Operational Efficiency: Automate rebalancing, reporting, and compliance workflows to scale without increasing headcount.
Allocate capital, execute investment strategies, and oversee portfolios within a single operating environment. Performativ enables asset managers to maintain control across mandates, streamline workflows, and operate consistently across asset classes and jurisdictions with full transparency and auditability.
Capital Allocation: Deploy and rebalance capital with real-time visibility into performance and risk.
Portfolio Control: Manage multi-asset portfolios and strategies within a unified operating model.
Auditability & Compliance: Maintain structured workflows and full audit trails across jurisdictions.
Manage private markets, fund structures, and complex investment vehicles with the same level of control and transparency as public assets. Performativ brings structure to illiquid investments, enabling consistent oversight, investor reporting, and operational efficiency across portfolios and entities.
Private Market Operations: Manage capital calls, valuations, and fund structures within a structured data model.
Transparency & Control: Gain full visibility into exposures, performance, and underlying assets.
Investor Reporting: Deliver consistent, auditable reporting across funds, entities, and stakeholders.
Deliver tailored advice, manage client relationships, and execute within controlled mandates. Performativ enables investment advisors to streamline workflows, maintain compliance, and provide portfolio insights, allowing them to operate efficiently while strengthening client engagement and trust.
Advisory Workflows: Structure recommendations, approvals, and execution within controlled processes.
Client Visibility: Provide clients with timely insights into portfolios, performance, and allocation.
Automated Monitoring: Maintain target allocations with continuous monitoring and rebalancing support.
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Modernize legacy architectures and standardize operations across entities, regions, and business lines. Performativ acts as a core operating layer, unifying data, workflows, and governance to enable scalable, controlled, and efficient investment operations across the organization.
System Integration: Connect core banking systems, custodians, and internal tools within a unified environment.
Standardized Operations: Align workflows across advisory, trading, reporting, and compliance functions.
Governance & Oversight: Enforce permissions, controls, and audit trails across the entire organization.
Streamline advisory, execution, and client servicing by unifying data, workflows, and reporting within a single system. Performativ enables private banks to operate consistently across teams and regions while improving efficiency and delivering a seamless, high-touch client experience.
End-to-End Workflows: Align advisory, execution, and servicing within a unified operating model.
Client Experience: Deliver consistent, personalized reporting and communication across channels.
Operational Scale: Reduce manual processes and improve efficiency across teams and geographies.
Consolidate complex ownership structures, private assets, and multi-entity portfolios into a single operating environment. Performativ provides full transparency and control, enabling efficient reporting, structured collaboration, and long-term oversight across families, advisors, and stakeholders.
Holistic Portfolio View: Combine public and private assets across entities into a single structured overview.
Stakeholder Collaboration: Provide tailored access and reporting for principals, advisors, and external partners.
Automated Reporting: Generate consistent reporting for governance, planning, and oversight.
Unify your data, automate workflows, and operate with full control across your organization. See how Performativ enables wealth firms to scale efficiently while improving margins.
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