Performativ is a comprehensive wealth management platform designed to unify and streamline the management of diverse client holdings, ranging from traditional bank accounts to private equity investments. By consolidating data into a single, user-friendly interface, Performativ eliminates the complexities associated with multiple systems and scattered information, enabling wealth managers to focus on delivering exceptional value to their clients.
Key Features and Functionality:
- Multi-Custodian Data Aggregation: Integrates assets from various custodians, providing a holistic view of client portfolios.
- Portfolio Management & Analytics: Facilitates efficient order execution, portfolio rebalancing, and performance benchmarking.
- Reporting & Dashboards: Offers customizable reports and dashboards to track performance and highlight key metrics.
- Public & Private Investments Management: Supports a wide range of asset classes, including equities, real estate, private equity, and collectibles.
- Automation & Efficiency Tools: Automates repetitive tasks, sets alerts, and tracks tasks to streamline workflows.
- Integrations & Extensibility: Provides open APIs for seamless integration with third-party software and broker platforms.
- Security & Compliance: Ensures data protection with advanced security protocols and compliance with industry standards.
Primary Value and Solutions Provided:
Performativ addresses the challenges faced by wealth managers by reducing operating costs through automation, expediting client onboarding with streamlined processes, and enhancing team efficiency by minimizing administrative tasks. The platform transforms client engagement by delivering personalized portfolio updates, customized reporting, and valuable insights through a branded client portal and app. By offering a scalable and secure solution, Performativ empowers financial professionals to manage complex portfolios effectively, ensure regulatory compliance, and provide clients with a modern, seamless digital experience.
