Performativ
HQ Address
Kronprinsensgade 2, 1114 Copenhagen K, Denmark
Website Address
Relevant Regions
Business introduction
Revolutionizing Wealth Management Software
Providing wealth managers and their clients the powerful, secure, affordable wealth management software that is fit for the future
Offering Tomorrow's Wealth Management Software Today
In a rapidly evolving financial landscape, the tools of yesterday won't cut it. Thus we created Performativ - the future of wealth management software, a system that isn't just powerful and secure, but also attuned to the growing demands of the digital age.
Our mission from day one has been clear: to revolutionize the wealth management sector. We strive to empower professionals and their clients, positioning them at the forefront of the industry's evolution, ready to seize tomorrow's opportunities.
Key Data
Year founded
2019employees
11-50offices
1Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Performativ Solutions
Financial Institutions
Our value towards Financial Institutions Performativ offers a versatile solution that can seamlessly integrate with and complement the existing tech stack of large financial institutions in multiple ways. Whether the institution seeks to utilize Performativ as a powerful back-end data consolidation engine or leverage it as the front-end interface to provide......
business needs
view solutionInvestment Advisors
Our value towards Investment Advisors Performativ is an invaluable tool for financial advisors who manage a substantial client base. Financial advisors often face the challenge of efficiently serving a large number of clients while providing personalized and insightful guidance. Performativ simplifies this task by offering robust portfolio management and reporting capabilities.......
business needs
view solutionMulti Family Offices
Our value towards Multi Family Offices Multi-family offices benefit from Performativ's versatile wealth management solutions in several ways. MFOs often manage diverse client portfolios with varying investment goals and preferences. Performativ's customizable reporting and analytics capabilities allow MFOs to tailor their services to each client's specific needs, fostering stronger client relationships......
business needs
view solutionSingle Family Offices
Our value towards Single Family Offices SFOs often grapple with complex portfolio management, as they manage diversified asset classes, trust structures, and generational wealth transfer needs. Performativ streamlines these challenges by offering comprehensive asset class coverage, including all liquid and illiquid asset classes (direct investments, real estate, and private equity commitments etc.).......
