Performativ
This innovative wealth management software empowers advisors and clients with a suite of intuitive tools designed for the future. With features like seamless integrations, custom alerts for compliance, dynamic portfolio management, and advanced risk analysis, it streamlines operations while enhancing client relationships and trust, fostering sustainable growth.
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Top Performativ Features
- Customizable client reporting tools
- Integrated ESG portfolio management
- Advanced risk analysis capabilities
- Immutable onboarding process
- Centralized document management hub
- Smart alerts for compliance
- Portfolio auto-rebalancing feature
- Seamless custodian integrations
- Multi-bank data aggregation
- Tailored analytics for MFOs
- Flexible interface customization
- Streamlined order management system
- Custom alerts for market shifts
- Comprehensive trading execution tracking
- Adaptive metrics and calculations
- Intuitive portfolio management interface
- Real-time compliance monitoring tools
- Enhanced client engagement features
- Support for diverse asset classes
- Robust encryption and access controls
