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Performativ is a wealth management software company that offers a variety of features designed to streamline and optimize the wealth management process for firms of all sizes, including single family offices, multi-family offices, financial institutions, and investment advisors.
The software provides features such as automated rebalancing, risk analysis, order management, and comprehensive asset management, all while offering a user-friendly interface and customizable reporting options. Performativ also focuses on data security, compliance, and sustainability, allowing wealth managers to meet the evolving demands of the industry.
Performativ is a wealth management software company that offers a variety of features designed to streamline and optimize the wealth management process for firms of all sizes, including single family offices, multi-family offices, financial institutions, and investment advisors.
The software provides features such as automated rebalancing, risk analysis, order management, and comprehensive asset management, all while offering a user-friendly interface and customizable reporting options. Performativ also focuses on data security, compliance, and sustainability, allowing wealth managers to meet the evolving demands of the industry.