Performativ

Robo-Advisors & Wealth Management

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Performativ offers a cutting-edge wealth management software designed to empower wealth managers and their clients with secure, affordable, and innovative tools for the future.

Features such as intelligent benchmarking, auto-rebalancing, and thorough asset class management, the platform streamlines operations and enhances decision-making across various segments, including single family offices, multi family offices, and financial institutions.

Performativ can be found in Robo-Advisors & Wealth Management categories.

The most similar products to Performativ are:

Ziggma Promoted → Etops → Black Diamond → Illio → Investwell →

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Performativ Main Features

• CRM Lite
  This tool helps manage client relationships easily and effectively.
• Open API
  This allows for easy connection with other services and customization.
• Affordable
  The software is priced reasonably to help all firms compete.
• Custom Rules
  Set alerts for important events to ensure compliance and manage risks.
• Data Security
  The software uses strong encryption and strict access controls to keep data safe.
• Risk Analysis
  Advanced tools help assess risks to make better investment choices.
• AML Compliance
  Tools to help meet anti-money laundering regulations effectively.
• Custodian Data
  Access and use data from over 300 banks for better decision-making.
• Custom Reports
  You can create unique reports tailored to your specific needs.
• White Labelled
  You can customize the software to match your brand's look and feel.
• Auto Rebalancing
  Automatically adjusts portfolios to maintain desired investment levels.
• Order Management
  Streamlines trading processes for better execution and tracking.
• Document Repository
  A central place to store and manage important client documents.
• Sustainability Embedded
  Integrates environmental, social, and governance factors into investment strategies.
• Intelligent Benchmarking
  This feature allows for deep analysis using benchmarks to improve performance.
• Comprehensive Asset Classes
  Manage a wide range of assets, including real estate and private equity.

Performativ Benefits

• Custom Alerts
  Wealth managers can set up alerts for important events, ensuring they stay better and compliant.
• Data Security
  Performativ uses strong security measures to protect sensitive client information from unauthorized access.
• Auto Rebalancing
  This feature automatically adjusts portfolios, making management simpler and reducing manual work.
• Custom Reporting
  Advisors can create specific reports that meet their needs, improving communication with clients.
• Seamless Integration
  Performativ connects easily with other systems, making it flexible and efficient for users.
• Streamlined Compliance
  Performativ helps ensure that wealth managers follow rules and regulations easily, reducing the risk of mistakes.
• Informed Decision Making
  With advanced data and risk analysis tools, advisors can make better choices for their clients' investments.
• Comprehensive Asset Management
  The software can handle a wide range of asset types, helping managers keep track of diverse investments.
• Efficient Portfolio Management
  The software makes it easier to manage many clients' investments, saving time and effort for advisors.
• Centralized Document Management
  All important client documents are stored in one place, making it easy to access and manage them.

Who should use Performativ?

• Investment Advisors
  Investment advisors can manage many clients easily and create custom reports to keep clients happy.
• Multi Family Offices
  Multi family offices can improve their operations and manage diverse portfolios more effectively, helping them grow.
• Single Family Offices
  Single family offices can handle different types of assets better and keep track of important family wealth information.
• Financial Institutions
  Financial institutions can connect their systems smoothly, making data management easier and improving customer experiences.

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