
All-in-One Wealth Management Platform

Performativ consolidates your clients’ holdings, from bank accounts to private equity, into one easy-to-use wealth management platform.
No more wrestling with multiple systems or scattered data, just a clear, unified view that helps you focus on what matters:
delivering value to your clients.
Book a 30 minutes demo meeting.
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. ​
