Performativ makes it easier for financial services companies to deliver high-quality reporting on financial and non-financial metrics. By leveraging proprietary data models and open banking-based technology, Performativ connects banks and custodians with investors and asset managers. Small firms that were previously unserved by the market’s currentvendors can now deliver best-in-class reporting.With a couple of clicks financial institutions can: * provide clients and investment managers aggregated, real-time portfolio information in a white-labeled universe. * customize contracts and rebalancing proposals * streamline regulatory reporting * make sure they are up to date with locally relevant KYC/AML guidelines; * charge and verify fees for investment management services;* monitor and set up alerting regimes for the client and investment managers;and much more.As the only provider in the space, we are completely agnostic of other back-office systems (featuring a proprietary AI-powered integrations with custodians and brokers). Investment firms can select only the relevant part of our offering that compliments their business. Also we allow full control through a state-of-the-art API.

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Performativ - Wealth Management Software

Performativ - Wealth Management Software's headquarters in Copenhagen, Denmark

Albert Geisler Fox

Henrik K. Ibsen

Susanne Lund

Christian Lindvall

Marissa Weiss

Vaishnavi Madabhushi

Peter Barry

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Albert Geisler Fox

Simon Foldberg Jeppesen

Vaishnavi Madabhushi

Marissa Weiss

Steffen Pedersen

Liat Ram

Eskild Bennedsen

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