Performativ

Performativ provides an all-in-one, SaaS-based wealth management platform that consolidates client holdings from various sources like bank accounts and private equity. The platform aims to reduce operating costs, speed up client onboarding, increase team efficiency, and transform client engagement through features like multi-custodian data aggregation, portfolio management & analytics, reporting & dashboards, and handling of public & private investments. They serve wealth managers, asset managers, investment advisors, banks, and family offices, and are ISO 27001 certified.