Performativ

रोबो-सल्लागार आणि संपत्ती व्यवस्थापन

पडताळणी करा आणि प्रोफाइल अपडेट करा दावा केलेले प्रोफाइल शोध निकालांच्या वर जातात. आता पडताळणी करा, यासाठी फक्त काही मिनिटे लागतात. भेट द्या अहवाल द्या

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 मध्ये आढळू शकते Robo-Advisors & Wealth Management श्रेणी.

Performativ शी सर्वात जास्त साम्य असलेली उत्पादने आहेत:

Ziggma बढती दिली → Etops → Black Diamond → Illio → Investwell →

स्क्रीनशॉट

YouTube व्हिडिओ

तपशील

Performativ मुख्य वैशिष्ट्ये

• 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 फायदे

• 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.

Performativ कोणी वापरावे?

• 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.

बॅज

<a href="https://saasbrowser.com/mr/saas/49436/performativ" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/urc6xqk7rui0t89g8ka1847ahtd5" alt="Performativ - SaaS Browser Verified Badge" width="200" height="133" /></a>

बॅज कॉपी करा

<a href="https://saasbrowser.com/mr/saas/49436/performativ" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/xxfml0rh07xm4tq2y04pk6fpmo37" alt="Performativ - SaaS Browser Verified Badge" width="200" height="133" /></a>

बॅज कॉपी करा

Performativ पर्याय

Ziggma बढती दिली

A comprehensive investment management platform provides tools for tracking an...

Etops

A comprehensive platform designed for wealth management professionals, this s...

Black Diamond

This comprehensive wealth management platform integrates various essential fu...

Illio

The platform offers a comprehensive wealth management solution that provides ...

Investwell

This comprehensive wealth management solution facilitates efficient portfolio...

Aleta

This advanced wealth management platform provides a comprehensive, unified vi...

AssetBook

This innovative platform enhances portfolio management and client engagement ...

WIZE

This comprehensive financial technology platform streamlines wealth and asset...

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