Embracing the Future of Wealth Management: Advanced Generative AI
Prepare for the next generation of wealth management, where advanced generative AI becomes an indispensable requirement for success. Performativ's newest feature positions wealth managers at the forefront of digital leadership, effortlessly enabling even large wealth management firms to embrace the transformative power of AI. Discover how Performativ empowers wealth managers to become trailblazers in the digital era and meet the evolving demands of the industry.
Prepare for the next generation of wealth management, where advanced generative AI becomes an indispensable requirement for success. Performativ's newest feature positions wealth managers at the forefront of digital leadership, effortlessly enabling even large wealth management firms to embrace the transformative power of AI.Discover how Performativ empowers wealth managers to become trailblazers in the digital era and meet the evolving demands of the industry.
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Unveiled at the Microsoft's Envision conference for financial services technology, Performativ showcased its innovative feature, heralding a new era in wealth management. At the event, we shed light on the escalating significance of digital transformation within the industry and the undeniable need for advanced AI capabilities. Our CEO, AlbertFox, delivered his presentation "How hyper personlisation is changing the playing field of wealth management", underscoring the pivotal role of Performativ in propelling wealth managers to digital eminence.
Performativ's feature unlocks the untapped potential of advanced generative AI, propelling wealth managers towards digital ascendancy. Seamlessly integrating this transformative technology, wealth managers can harness profound insights, make informed data-driven decisions, and deliver unparalleled client experiences. The user-friendly interface and comprehensive support offered by Performativ enable even large wealth managers to swiftly adopt this cutting-edge solution without hindrance.
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Performativ empowers wealth managers to deliver exceptional experiences that cater to the ever-evolving needs of their clients. By embracing advanced generative AI, advisors can provide personalized and hyper-relevant insights, fortify client relationships, and achieve superior outcomes. With Performativ as their unwavering digital ally, wealth managers can confidently navigate the dynamic digital landscape and cement their position as industry frontrunners.
Further reading
Performativ launches DORAedge to help companies streamline their compliance with DORA
DORAedge will help companies in the financial sector and their ICT vendors more seamlessly comply with the Digital Operational Resilience Act ahead of the January 2025-deadline.
Revolutionizing Wealth Management Operations: A Case Study on Valuedge Implementing Performativ
Following the successful onboarding and implementation of Performativ's portfolio management system, Renco van Schie, Co-Founder, Partner, and Chief Investment Officer of Valuedge, an independent wealth manager based in the Netherlands, discusses the power of embracing technological partnership to drive innovation.
The Digital Frontier: How Tech-Driven Wealth Management is Transforming Multi Family Offices Operations
Cutting-edge tech is revolutionizing wealth management, making elite, personalized financial strategies accessible for firms of any size. Here, we take a closer look at how the shift from traditional to innovative technologies and methods democratizes the industry, enabling every firm to cater to high-net-worth clients more effectively.
Auto Rebalancing: A Key Tool for Multi-Family Offices
Auto rebalancing is a game-changer in wealth management, especially for multi-family offices managing complex portfolios. It keeps high-net-worth families' investments in sync with their strategic goals, even amid market changes. Here we take a closer look at auto rebalancing and explain how our feature is different.
Performativ Secures €5.5m to Transform Europe's Underserved Wealth Management Sector
Performativ’s recent seed raise of €5.5 million funding led by FinTech Collective will provide the capital to fuel this next stage of growth.
Performativ has been awarded the Inn Booster grant
Performativ has been awarded a grant to advance our Settlement Engine and further the development of the platform.
Danish Startup Secures Funding for Asset Management Infrastructure
Performativ, spearheaded by CEO Albert Geisler Fox, has garnered significant investments for its platform, streamlining diverse portfolios for independent advisors and aiming to revolutionize expert financial advice accessibility.
Performativ Partners with AFS Execution Services to Empower Asset Managers with an Integrated Wealth Management Solution
By combining AFS’ multi-asset custody and trade execution capabilities with Performativ’s modern portfolio management platform for advisors and clients, the joint solution raises the bar for efficiency and innovation in the sector. Pre-connected to AFS, Performativ’s platform will provide asset managers with the most robust solution to manage their business operations and clients’ investments seamlessly.
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