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.
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.
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.
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.
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.
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.
Performativ is the modern solution for wealth managers and financial advisors seeking to streamline operations, enhance client engagement, and scale their services.
