Custodian Data
Performativ relieves wealth managers of the burden of collecting, cleaning, and processing data from multiple custodian sources by seamlessly establishing connections with over 300 banks across Europe. This proactive approach not only streamlines operations but also eliminates the associated operational costs, allowing wealth managers to efficiently access, analyze, and leverage an extensive dataset, enhancing their decision-making processes and providing a competitive edge in the wealth management landscape.
The client segment(s) this feature is aimed towards
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
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.
The other platform features that reshapes how wealth managers perform
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