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Performativ vs Snowball Analytics

What both publish

FactPerformativSnowball Analytics
Allocation analysisYesYes
Asset class coveragemulti_asset_alternativesmulti_asset_alternatives
Performance reportingYesYes
PurposePerformativ 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 analysisYesYes
SecurityThe 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.

Performativ plans

  • PerformativPriced on request

Snowball Analytics plans

  • FreeFree
  • Investor$149.99 a year
  • Expert$249.99 a year
  • Starter$79.99 a year

Pick Performativ if…

You want what its maker publishes above — check its page for the details.

Pick Snowball Analytics if…

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.

Charts they share