Performativ

Робо-консультанти та управління капіталом

Отримати перевірку та оновити профіль Заявлені профілі відображаються у верхній частині результатів пошуку. Підтвердьте свої профілі зараз, це займе лише кілька хвилин. Відвідайте Звіт

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 можна знайти в Robo-Advisors & Wealth Management категорії.

Найбільш схожі продукти на Performativ:

Ziggma Підвищено → Etops → Black Diamond → Illio → Investwell →

Знімки екрана

Відео на YouTube

Деталі

Основні характеристики Performativ

• 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.

Переваги Performativ

• 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.

Кому варто використовувати 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.

Значки

<a href="https://saasbrowser.com/uk/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>

Копіювати значок

<a href="https://saasbrowser.com/uk/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>

Копіювати значок

Альтернативи Performativ

Ziggma Підвищено

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...

Використані технології

Переглянути всі технології