Open API

Performativ's Open API empowers developers to create customized applications and integrations, enabling seamless connectivity with third-party services. This flexibility allows wealth managers to receive data from and push data to the specific third-party systems they require. This versatility extends the software's functionality, ensuring it can adapt to meet the unique business requirements of wealth management firms, fostering greater efficiency and integration across the ecosystem.

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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

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.

Investment Advisors

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

Auto Rebalancing

Streamlined auto-rebalancing for precision & enhanced portfolio management

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