Unified Portfolio View​

Consolidate all client holdings—from bank accounts to private equity—into a single, intuitive platform. No more juggling multiple systems or scattered data, just a clear, comprehensive view that helps you focus on delivering value to your clients.

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Enhanced Operational Efficiency​

Automate repetitive tasks, streamline data aggregation, and minimize manual processes. Performativ reduces operational expenses and frees your team to focus on high-value client interactions.

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Accelerated Client Onboarding​

Performativ drastically expedites the initial client setup, allowing you to serve clients faster and more efficiently. It eliminates multiple logins, simplifies documentation, and provides instant portfolio visibility.

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Customizable Client Experience​

Deliver portfolio updates through your branded client portal and app, offering customized reporting and valuable insights. Enhance each client's experience with a seamless and modern digital interface.

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Robust Security & Compliance​

With ISO 27001 certification, Performativ ensures the highest security standards for your business and your clients' wealth. Enforce access controls, meet regulations, and protect data with industry-leading protocols. ​

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Scalable & Customizable​

Whether you're a boutique firm or an enterprise, Performativ grows with your business. Define pricing models and leverage intuitive features that align with your needs without overhauling your tech stack. ​