Provides a customizable wealth management platform that integrates with over 300 EU banks to centralize data, streamline order management, and automate portfolio rebalancing. It reduces operational costs by 70% and accelerates onboarding by 200%, enabling financial institutions, family offices, and advisors to manage diverse asset classes while ensuring compliance and data security.
Funding
$24.5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
DBEFCHLIFJD+6Founders
Product
Problem
Wealth management firms often struggle with fragmented data across multiple banking systems, leading to inefficient operations and increased costs. Integrating diverse asset classes and ensuring regulatory compliance further complicates portfolio management.
Solution
Performativ offers a customizable wealth management platform that consolidates data from over 300 EU banks, streamlining order management and automating portfolio rebalancing. The platform provides tools for comprehensive asset class management, including private equity, real estate, and direct investments. By centralizing data and automating key processes, Performativ reduces operational costs and accelerates client onboarding. The system also embeds sustainability considerations and offers customizable reporting to meet evolving client expectations. An open API allows for seamless connectivity with third-party services, while robust data security measures ensure compliance with industry regulations.
Target Audience
Performativ targets financial institutions, multi-family offices, single-family offices, and investment advisors seeking to streamline wealth management operations and enhance client service.
Features
- Integration with over 300 EU banks for streamlined custodian data management
- Automated portfolio rebalancing for enhanced efficiency and precision
- Comprehensive asset class support, including alternative investments like private equity and real estate
- Customizable reporting templates for tailored investment data presentation
- Open API for seamless connectivity with third-party services
- Embedded sustainability (ESG) integration for responsible investing
- Custom rules engine for AML, PEP, MiFiD, and market shift alerts
- Role-based access controls and encryption for data security