Sustainability Embedded

Performativ is seamlessly integrated with ESG data for your clients' portfolios.Order Management: The Order Management feature streamlines trading operations by providing a centralized platform for executing and tracking orders, optimizing portfolio performance, and minimizing trading costs through efficient order routing and execution

Book a platform demo

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

Single Family Offices

Performativ reimagines SFO operations, streamlining complex asset management and reporting. From diversified assets to generational wealth insights, manage with precision and ensure legacy preservation

Single 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

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

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