Performativ - Wealth Management Software

Overview

Performativ is a wealth management software platform that streamlines portfolio management, compliance, and operational workflows for various financial professionals, including wealth managers, asset managers, and banks. The platform consolidates diverse client holdings into a single interface, providing a clear view of wealth portfolios. It automates repetitive tasks and integrates with custodians and existing systems, which helps reduce operational costs and boost productivity.

The platform features advanced portfolio analysis, liquidity management, dynamic asset allocation, and regulatory compliance tools. It also offers customizable dashboards and supports branded client portals, enhancing client engagement through personalized reporting. Designed to scale with firms as they grow, it ensures technology can adapt without major changes. The company prioritizes data security and continuous innovation based on client feedback, and serves a diverse customer base across Europe with a global team led by experienced professionals in software engineering and finance.

Basic Information

Contact Details

• Phone: +45 28 34 90 74
• Website: performativ.com
• LinkedIn: linkedin.com/company/performativ

Key Focus Areas & Initiatives

• Regulatory reporting
• Enterprise scalability
• Private equity tracking
• DORA compliance
• White-label platform
• Cloud-based software
• Automation tools
• Client onboarding
• Holistic wealth oversight
• B2B
• Compliance management
• SFDR reporting
• PRIIPS automation
• Risk analysis
• API integration
• Consulting
• Regulatory compliance
• Financial services
• Private markets
• Management consulting services
• Workflow automation
• Security protocols
• Client communication
• Performance dashboards
• Automated rebalancing
• Private equity
• AI-driven insights
• Multi-asset portfolios
• Private market deal tracking
• Integrations & APIs
• Risk management
• Real estate
• Liquidity management
• Complex asset support
• Portfolio management
• Custom branding
• Performance analytics
• Services
• Performance benchmarking
• Asset class management
• Digital transformation
• Client portal
• Scalability
• Multi-jurisdictional regulation
• Secure data handling
• Real estate investments
• Customizable reporting
• Software development
• Data security
• Custom reports
• Multi-custodian support
• Data aggregation
• Asset allocation
• Scalable architecture
• Client engagement
• Private deal documentation
• Information technology
• Wealth management platform
• Finance
• Information technology & services
• Computer & network security

Technologies Used

• Circle
• Cloudflare DNS
• Freshdesk
• Google Tag Manager
• Hotjar
• Hubspot
• Linkedin Marketing Solutions
• Microsoft Office 365
• Mobile Friendly
• Outlook
• Reviews
• Webflow