The Modern Operating System for Modern Wealth Managers
One unified platform for wealth managers to consolidate client investments across asset classes, automate portfolio rebalancing and reporting, calculate fees automatically, deliver a best-in-class digital experience, and improve compliance firmwide.
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How Wealth Managers Use Performativ to Scale Without Additional Overhead
Performativ empowers wealth management firms to operate with the sophistication of institutional managers, while delivering superior client experiences, scaling operations, and building a foundation for long-term growth.
Instant portfolio visibility, interactive reporting, mobile access, and seamless communication.
Automated rebalancing, trading, reporting, and fees help advisors serve more clients without increasing workload.
Digital trading, FIX connectivity, and full STP execution eliminate manual work while increasing accuracy.
MiFID, KYC, screening, audit trails, and rule-based controls built directly into workflows.
Generate thousands of branded reports in minutes.
Experience how Performativ modernizes wealth management, simplifies workflows, and delivers a superior client experience.
A Connected Platform Built for End-to-End Wealth Management
Performativ brings structure, automation, and intelligence to every stage of the wealth management lifecycle. The platform unifies investment, compliance, reporting, and client-facing workflows into one coordinated environment, allowing wealth managers to operate with greater consistency, control, and efficiency.
Performativ embeds continuous compliance into every workflow, protecting clients and advisors while reducing operational effort.
KYC Workflows with External Providers
Seamless digital onboarding, AML checks, identity verification, and continuous screening via integrated third-party providers.
Automatic Barring on Trading
If KYC fails, mandates are breached, or suitability rules are violated, trading is automatically blocked until resolved.
Advanced Pre- & Post-Trade Checks
Customizable rule engine enforcing MiFID, ESG, mandate restrictions, concentration limits, exposure controls, and suitability.
iFID Compliance
Suitability, appropriateness checks, KYC reminders, disclosures, and full audit trails built into the platform.
Performativ turns raw data into forward-looking insights with institutional-grade analytics and real-time metrics.
Forecasting & Simulation
Monte Carlo, VaR simulations, and cashflow projections give advisors and clients clarity on future scenarios.
Performance & Risk Analytics
Deep portfolio analytics such as TWR, MWR, P&L, volatility, Sharpe, and exposures.
Metrics Engine
100+ GIPS-compliant metrics computed in real time with ML-based routing for speed and scale.
Custom Metrics
Add proprietary metrics for unique strategies without exposing them to other firms.
Risk Analysis
Integrated risk dashboards quantify and monitor risk across portfolios and clients.
Consolidated Client View
Aggregate multiple portfolios and custodians into a single client-level wealth overview.
Composite Benchmarks
Construct custom benchmarks for strategies spanning multiple asset classes.
Performativ provides a unified environment for managing portfolios across multiple custodians, from automated investing to full STP execution and advanced trading controls.
Trading, FIX Gateway & Cash Management
Fully digital, multi-custodian trading with FIX connectivity, unified order workflows, cash management dashboards, STP routing, and automatic trade reconciliation.
Client Trading
Controlled client autonomy with STP order flow, advisor-set restrictions, and full oversight across instruments, limits, and permissions.
Savings Plans
Automated recurring investment flows using advisor-controlled model portfolios with no operational overhead.
Rebalancing
Automated drift detection with efficient bulk or individual rebalancing to maintain strategy alignment across portfolios.
Order Management
Seamless execution workflows for bespoke strategies, including single or bulk order creation and multi-custodian routing.
Performativ automates fee calculations and invoicing across even the most complex client books, ensuring accuracy, transparency, and operational efficiency.
Fee Calculation
The Performativ Fee Scripting Language handles any fee structure, whether it is tiered, blended, bespoke, or custom logic.
Invoicing
Bulk invoice generation, preview, and automated distribution via the client portal.
Fee Management
Centralized management of large, diverse fee structures without manual effort.
All advisor-client communication is centralized into one secure, auditable environment.
Secure In-App Messaging
Real-time messaging in the client and advisor portals with full auditability.
Notifications
Automated alerts tied to portfolios, documents, compliance events, and life moments.
Email Sync & Logging
All client-facing emails are automatically captured and logged inside the platform, ensuring a complete, compliant communication record without switching systems.
Document Sharing & Acknowledgement
Advisors can share documents directly through the platform and request client acknowledgements, with time-stamped proof stored for compliance and audit purposes.
AI is embedded throughout the platform to surface insights, simplify workflows, and support advisors with intuitive, conversational guidance.
Intelligent Insights
AI highlights anomalies, risk exposures, upcoming events, and portfolio changes advisors should act on.
Guided Workflow Support
Advisors get step-by-step guidance for tasks such as onboarding, reporting, rebalancing, and data investigations.
Data Interpretation & Explanation
AI explains complex metrics, exposures, simulations, and performance drivers in a client-friendly way, ideal for meetings and reporting.
Enhanced Search & Navigation
Find any client, portfolio, document, metric, or alert instantly with AI-powered search.
AI Assistant
Ask questions in natural language (performance, exposure, fees, risk, client data) and receive instant, contextual insights.
Performativ transforms raw data into clear, flexible reports and dashboards tailored for both clients and advisors.
Standard Reports
Ready-made, branded, client-facing reports for performance, holdings, and tax.
Custom Reports
Fully customizable reports using Python and templating for complete brand alignment.
Mass Reporting
Generate thousands of reports with ease and distribute them securely.
Firmwide Analytics
Analyze trends across clients, portfolios, or segments with a few clicks.
A unified digital ecosystem brings the Advisor Portal, Client Portal, and native client mobile apps together under your brand.
Advisor Portal
The operational command center for advisors, CIOs, and compliance teams.
Client Portal
Dashboards, analytics, documents, communication, and trading, all customizable via Dynamic Dashboards in the Advisor Portal.
Native Mobile Apps
Fully white-labeled iOS and Android apps with biometric login, reporting, trading, and notifications.
Segment-Level Customization
Tailor the Client Portal and mobile apps to different client segments so each receives the experience most relevant to them.
From prospecting to ongoing advisory, Performativ centralizes every client interaction and document in one place.
Client Log
An immutable record of meetings, agreements, and notes.
Prospect Management
Track prospects inside the platform and convert instantly when ready.
Onboarding
End-to-end digital onboarding with integrated KYC and custodian account autocreation.
Offboarding
GDPR compliant client offboarding with automated data cleansing and secure retention of required regulatory records.
Advisory Integration
Initiate advisory sessions and feed recommendations directly into Trading and Rebalancing.
Document Storage
Secure storage tied directly to clients, portfolios, and system features.
CRM Features
Built-in tooling to replace the need for an external CRM.
Open APIs, deep custodian integrations, MCP connectivity, and a powerful Plugin Store ensure seamless connectivity across your technology stack.
Funding Account Management
Automate the creation, linkage, and syncing of funding accounts across custodians and the platform.
Connectivity & APIs
Open, documented APIs for building custom integrations.
Plugin Store
One-click integrations with onboarding providers, compliance tools, advisory systems, and more.
Market Data Providers
Built-in market data with the flexibility to integrate premium sources.
Custodian Service
Clean, reconciled, and automated custodian data ingestion across portfolios.
Model Context Protocol (MCP)
A smart integration layer that delivers real time context to Performativ’s models for richer automation and insights.
Performativ delivers institutional-grade security through advanced authentication, granular permissions, and immutable audit trails.
IP Whitelisting
Restrict Advisor Portal access to specific locations or networks.
Two-Factor Authentication
Support for national eIDs such as BankID and MitID.
Access Control Lists
300+ granular permissions across roles and regions provide flexible, compliant access control for financial advisors and operations teams.
Audit Logs
Immutable logs of every action taken in the system.
The platform adapts to diverse client needs with segmentation, multi-language support, and deep customization of dashboards and data structures.
Single & Multi-Segment Modes
Support simple or advanced segmentation for permissions, reporting, dashboards, and fee logic.
Multi-Language Support
Client Portal and mobile apps available in multiple languages with per-user defaults, and new languages can easily be added.
Customizable Dashboards
Tailor Advisor and Client Portal dashboards per segment, client type, or user role.
Custom Asset Classes & Data Structures
Define your own asset class hierarchies, custom fields, and data transformation rules to match your strategy and reporting needs.