Performativ

What it does

Allocation analysis

Yeschecked 25 Sep 2026

API

Performativ says firms can build custom integrations and workflows using its open API and integration framework.checked 11 Oct 2026

Asset class coverage

multi_asset_alternativeschecked 25 Sep 2026

Automation and AI

The platform supports workflow automation for onboarding, reporting, and rebalancing, as well as AI-driven workflows and controlled agentic workflows.checked 11 Oct 2026

Certification

A Performativ article states that its platform is ISO 27001 certified.checked 11 Oct 2026

Client experience

Performativ offers advisor and client portals, including a mobile app, with white-labelled interfaces for web, tablet, and mobile.checked 11 Oct 2026

Compliance

The platform describes KYC workflows with external providers, MiFID-aligned workflows, trading restrictions, and immutable audit trails.checked 11 Oct 2026

Integrations

The maker lists custodian partners including ABN AMRO, Danske Bank, Goldman Sachs, Interactive Brokers, Nordea, Saxo Bank, UBS, and others.checked 11 Oct 2026

Performance reporting

Yeschecked 25 Sep 2026

Portfolio tools

The platform consolidates holdings, transactions, and private assets and supports performance analysis, benchmarking, rebalancing, order management, and risk analysis.checked 11 Oct 2026

Private assets

Private market features track commitments, capital calls, valuations, and distributions, and combine private and liquid assets in shared portfolio views.checked 11 Oct 2026

Purpose

Performativ is a cloud-native wealth management platform that unifies portfolio data, workflows, governance, and digital client experiences.checked 11 Oct 2026

Risk analysis

Yeschecked 25 Sep 2026

Security

The maker states that Performativ provides EU data residency, role-based access control, and immutable system activity logs.checked 11 Oct 2026

Support and sales

The maker offers a personalized demo with a tailored walkthrough, live Q&A about setup and integrations, and real-world use cases.checked 11 Oct 2026

Trading

Trading features include FIX connectivity, client order submission with straight-through processing, and configurable pre- and post-trade controls.checked 11 Oct 2026

Who it serves

Performativ says it serves wealth managers, asset managers, alternative asset managers, investment advisors, financial institutions, private banks, and multi-family offices.checked 11 Oct 2026