If you manage investments on behalf of others, Performativ is for you. We offer solutions that benefit wealth managers, asset managers, investment advisors, banks, and family offices. By consolidating data, automating workflows, and streamlining compliance tasks, we help firms of all sizes deliver superior service.
Wealth managers require a solution that aligns with their mission to preserve and grow wealth for high-net-worth clients. Performativ’s platform serves as a portfolio management system that makes complex oversight straightforward.
Advanced Portfolio Analysis: Gain granular insights into diverse asset classes.
Liquidity Management: Optimize cash flows and plan for short- and long-term liquidity needs.
Client Collaboration: Share intuitive reports and performance metrics in a timely manner.
For asset managers overseeing institutional or large-scale investments, Performativ offers asset management software that helps you allocate capital efficiently, track performance, and remain compliant across multiple jurisdictions.
Dynamic Asset Allocation: Optimize capital deployment with insights into performance trends and risk exposure.
Centralized Asset Oversight: Manage multi-asset portfolios, private market investments, and liquidity positions with precision.
Regulatory Compliance Tools: Stay aligned with MiFID II, ESG mandates, and jurisdiction-specific reporting requirements.
Investment advisors require flexible, client-centric technology to manage bespoke portfolios and deepen relationships with retail investors and HNWIs. Performativ empowers advisors with tools that help prioritize engagement, enable automation, and allow for seamless reporting.
Client-Centric Dashboards: Provide clear, on-demand portfolio visibility with interactive dashboards tailored to investor needs.
Custodian & Asset Integration: Connect with multiple custodians, structured products, and private investments without disrupting workflows.
Portfolio Monitoring & Rebalancing: Maintain strategic asset allocations with automated checks and rebalancing notifications.
Performativ’s features and modules can function as a flexible layer within an existing tech stack for banks and other large financial institutions. We integrate smoothly to enhance data consolidation and workflow efficiency without having to replace core banking systems.
Seamless Integration with Core Systems: Plug into existing banking and portfolio platforms to reduce data silos and improve efficiency.
Institutional-Grade Reporting: Generate MiFID II, Basel III, and risk-based compliance reports with minimal manual intervention.
Customizable, Modular Features: Adopt only the features you need, from portfolio management to order execution to compliance tracking.
Managing multi-generational wealth requires technology that integrates public and private investments, automates reporting, and simplifies governance. Performativ serves as a powerful family office software solution, providing greater transparency, operational efficiency, and smarter wealth structuring for single and multi-family offices.
Holistic Portfolio View: Combine public market holdings, private equity, venture capital, real estate, and collectibles in one clear snapshot.
Scalable Dashboards & Stakeholder Views: Customize dashboards for principals, investment teams, and external advisors while maintaining oversight.
Automated Reporting: Generate reports for long-term wealth planning, tax structuring, and family governance needs.
Book a demo to see how Performativ transforms wealth management, asset management, and family office operations with one unified platform.
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