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.

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Performativ - Wealth Management Software

Albert Geisler Fox

Linda Lindblad

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.

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