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On the recordRead 11 Oct 202617 facts
Performativ
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Performativ
Priced on request
Pricing is not displayed; the maker directs visitors to book a demo or contact its team.
Read 11 Oct 2026 · performativ.com
On the record
- Allocation analysis
- Yesperformativ.com · read 25 Sep 2026
- API
- Performativ says firms can build custom integrations and workflows using its open API and integration framework.performativ.com · read 11 Oct 2026
- Asset class coverage
- multi_asset_alternativesperformativ.com · read 25 Sep 2026
- Automation and AI
- The platform supports workflow automation for onboarding, reporting, and rebalancing, as well as AI-driven workflows and controlled agentic workflows.performativ.com · read 11 Oct 2026
- Certification
- A Performativ article states that its platform is ISO 27001 certified.performativ.com · read 11 Oct 2026
- Client experience
- Performativ offers advisor and client portals, including a mobile app, with white-labelled interfaces for web, tablet, and mobile.performativ.com · read 11 Oct 2026
- Compliance
- The platform describes KYC workflows with external providers, MiFID-aligned workflows, trading restrictions, and immutable audit trails.performativ.com · read 11 Oct 2026
- Integrations
- The maker lists custodian partners including ABN AMRO, Danske Bank, Goldman Sachs, Interactive Brokers, Nordea, Saxo Bank, UBS, and others.performativ.com · read 11 Oct 2026
- Performance reporting
- Yesperformativ.com · read 25 Sep 2026
- Portfolio tools
- The platform consolidates holdings, transactions, and private assets and supports performance analysis, benchmarking, rebalancing, order management, and risk analysis.performativ.com · read 11 Oct 2026
- Private assets
- Private market features track commitments, capital calls, valuations, and distributions, and combine private and liquid assets in shared portfolio views.performativ.com · read 11 Oct 2026
- Purpose
- Performativ is a cloud-native wealth management platform that unifies portfolio data, workflows, governance, and digital client experiences.performativ.com · read 11 Oct 2026
- Risk analysis
- Yesperformativ.com · read 25 Sep 2026
- Security
- The maker states that Performativ provides EU data residency, role-based access control, and immutable system activity logs.performativ.com · read 11 Oct 2026
- Support and sales
- The maker offers a personalized demo with a tailored walkthrough, live Q&A about setup and integrations, and real-world use cases.performativ.com · read 11 Oct 2026
- Trading
- Trading features include FIX connectivity, client order submission with straight-through processing, and configurable pre- and post-trade controls.performativ.com · read 11 Oct 2026
- Who it serves
- Performativ says it serves wealth managers, asset managers, alternative asset managers, investment advisors, financial institutions, private banks, and multi-family offices.performativ.com · read 11 Oct 2026
