Performativ

About Performativ

Performativ is a white-labeled wealth management platform that consolidates clients’ holdings from multiple sources into a single interface, automates workflows, and strengthens compliance to deliver superior client experiences. It enables multi-custodian data aggregation, portfolio management analytics, and branded client reporting to streamline operations for wealth managers, asset managers, banks, and family offices. The platform supports private equity, real estate, and other investments, providing unified portfolio visibility, reporting dashboards, and automated onboarding to speed client setup. Serving finance professionals across Europe, Performativ emphasizes security, scalability, and a modern digital client experience.