Performativ

Performativ is a comprehensive wealth management platform designed to streamline and enhance the operational efficiency of family offices, wealth managers, and financial institutions. The platform consolidates financial data across various asset types, including bank accounts, real estate, private equity, and collectibles, into a single, user-friendly interface. This unified approach eliminates the complexity of managing multiple systems and provides a holistic view of clients’ portfolios, allowing financial professionals to focus on delivering exceptional value and service.

The core solutions offered by Performativ include data aggregation, portfolio management, client engagement tools, and compliance automation. These functionalities are tailored to meet the specific needs of family offices and other financial entities, ensuring seamless operations and enhanced productivity. The platform’s automation capabilities reduce manual processes and operational expenses, while its robust data management tools ensure accurate and timely insights into portfolio performance.

Key features of Performativ include multi-custodian data aggregation, customizable reporting and dashboards, public and private investment management, and advanced analytics. The platform also offers a white-labeled experience, allowing institutions to deliver a branded digital environment to their clients. Performativ is ISO 27001 certified, ensuring that all client data is managed with the highest standards of security and compliance.

Performativ collaborates with a range of financial professionals, including wealth managers, asset managers, investment advisors, and banks. Through strategic partnerships and integrations, the platform enhances its capabilities and extends its reach within the financial ecosystem. With clients managing over €20 billion in assets, Performativ is trusted by finance professionals across Europe to drive growth and operational efficiency.

The platform's technical capabilities include a cloud-based infrastructure that ensures scalability and flexibility. Performativ's open APIs facilitate seamless integration with third-party systems and financial institutions, enabling users to connect their existing systems and streamline workflows. This extensibility allows family offices to customize and expand their capabilities in line with evolving business needs.

In terms of integration, Performativ supports numerous third-party software and broker platforms, ensuring that users can leverage their existing tools and data sources. The platform's integration options include API availability, data connectivity, and compatibility with industry standards, providing a seamless and cohesive experience for financial professionals.