Performativ makes it easier for financial services companies to deliver high-quality reporting on financial and non-financial metrics. By leveraging proprietary data models and open banking-based technology, Performativ connects banks and custodians with investors and asset managers. Small firms that were previously unserved by the market’s currentvendors can now deliver best-in-class reporting.With a couple of clicks financial institutions can: * provide clients and investment managers aggregated, real-time portfolio information in a white-labeled universe. * customize contracts and rebalancing proposals * streamline regulatory reporting * make sure they are up to date with locally relevant KYC/AML guidelines; * charge and verify fees for investment management services;* monitor and set up alerting regimes for the client and investment managers;and much more.As the only provider in the space, we are completely agnostic of other back-office systems (featuring a proprietary AI-powered integrations with custodians and brokers). Investment firms can select only the relevant part of our offering that compliments their business. Also we allow full control through a state-of-the-art API.

FinTech

Legal Tech

Performativ - Wealth Management Software

Performativ - Wealth Management Software's headquarters in Copenhagen, Denmark

The Utrecht office focuses on client relations and sales strategy, driving growth in the Dutch market.

Utrecht

Albert Geisler Fox

Christian Lindvall

Vaishnavi Madabhushi

Peter Barry

The Engineering Team at Performativ focuses on designing, developing, and maintaining the software solutions that power our wealth management platform. By leveraging their expertise in full stack development and software engineering, the team ensures seamless integration with banks and custodians, creating user-friendly interfaces and robust back-end systems. Their collaborative efforts facilitate real-time reporting, compliance solutions, and customizable features that empower financial institutions to deliver exceptional service to their clients.

Engineering Team

This department focuses on designing, developing, and testing software applications and systems.

Software Development

This department focuses on managing and optimizing operational processes, strategies, and business development initiatives.

Business Operations

This department provides essential administrative and logistical support to facilitate organizational operations.

Administrative Support

This department focuses on overseeing commercial strategies and operational efficiency to enhance organizational performance.

Commercial Operations

This department focuses on enhancing customer satisfaction and ensuring smooth operations related to customer service and support.

Performativ - Wealth Management Software

Org chart

Teams

Engineering Team

Software Development

Business Operations

Administrative Support

Commercial Operations

Customer Operations

Offices

Performativ - Wealth Management Software

Org chart

Teams

Engineering Team

Software Development

Business Operations

Administrative Support

Commercial Operations

Customer Operations

Offices

Related companies