Performativ
6.5#53 in portfolio management softwareAndroidiOSWebAPI
Visit| Fact | Performativ | Snowball Analytics |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Performance reporting | Yes | Yes |
| Purpose | Performativ is a cloud-native wealth management platform that unifies portfolio data, workflows, governance, and digital client experiences. | Snowball Analytics is a service for retail investors to plan and track investments, monitor dividend payouts, and make investment decisions. |
| Risk analysis | Yes | Yes |
| Security | The maker states that Performativ provides EU data residency, role-based access control, and immutable system activity logs. | Snowball Analytics says it does not store broker or crypto-account credentials; Yodlee connections are read-only, and stored data is depersonalized and encrypted in transit. |
You want what its maker publishes above — check its page for the details.
It suits long-term retail investors who want an overview of investments across supported assets and broker connections. It may also help investors tracking dividend income or reviewing performance, risk and diversification.