Auto Rebalancing

Performativ's Auto Rebalancing tool supports and assists in providing the required portfolio allocations to maintain target asset allocation, reducing the need for manual calculations and minimizing operational risks while streamlining portfolio management for greater efficiency.

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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

Multi Family Offices

The other platform features that reshapes how wealth managers perform

Streamlined client relationship tools, offering a simplified yet effective approach to managing interactions

Document Repository

Centralized document hub for easy access & management of crucial client files

Customize the look & feel to reflect your brand and meet evolving digital demands

Modern wealth tech priced right, bridging all firms to a competitive future

Intelligent Benchmarking

Dive deep with benchmark-centric analysis, adaptable metrics, and custom calculations

Advanced risk analysis & reporting for informed investment decisions

Industry-leading encryption and stringent access controls for maximum security

Define and tailor unique report templates for optimal investment data presentation

Comprehensive Asset Classes

Allows client to model private equity commitments and model all NBA e.g. real estate, direct investments and collectables

Flexible & fully customizable, for seamless connectivity with third-party services

Order Management

Streamlined, comprehensive trading with precise order execution & tracking

Custom alerts for AML, PEP, MiFiD & market shifts, ensuring robust compliance

Sustainability Embedded

ESG-integrated portfolios & optimized trading with centralized order management

Process & leverage data from 300+ EU banks in one place for faster and better decisions

Immutable onboarding, smart alerts, and integrated PEP screenings for optimal compliance