Affordable
Performativ's cost-effective pricing model ensures that clients can access the full spectrum of wealth management features without breaking the bank. It offers an attractive option for both established firms and emerging wealth management businesses, finally providing a modern, affordable solution that meets all their needs and prepares them for the future. This affordability ensures that wealth managers can embrace the latest technology without compromising on quality, enhancing their competitiveness in the evolving financial landscape.
The client segment(s) this feature is aimed towards
Investment Advisors
Experience financial advising redefined. Seamlessly manage vast portfolios, craft tailored reports, and tap into comprehensive data. With our proactive tools, not only elevate client success but also fortify advisor-client bonds for lasting business growth.
Financial Institutions
Integrate Performativ seamlessly, streamlining data management while delivering unique digital experiences. From back-end consolidation to front-end interface customization, redefine banking in the digital era.
Multi Family Offices
Performativ elevates MFO operations, customizing analytics for diverse portfolios and simplifying asset management. Navigate compliance effortlessly, foster trust, and redefine wealth management excellence
The other platform features that reshapes how wealth managers perform
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