OneVest Performativ

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OneVest:

About

We deliver wealth, as a service. Expand or modernize your wealth management delivery with a sophisticated platform that embeds seamlessly into your enterprise. Enabling modern wealth management delivery. From modernizing legacy programs to launching them for the first time, OneVest helps you get to market faster. Embed wealth services into your platform and get up-and-running without the overhead. Offer a modern customer experience and upgrade your infrastructure with an end-to-end platform. Deliver a modern wealth management experience to your customers by embedding OneVest services into your applications. Our developer-friendly API allows you to create a customized wealth management experience. Leverage OneVest's wealth platform as your own without needing to build it all yourself. Showcase your brand with web and mobile apps that allow you to get to market quickly and effortlessly. Seamlessly deliver wealth management in conjunction with your existing back office.
Performativ:

About

Providing wealth managers and their clients the powerful, secure, affordable wealth management software that is fit for the future. Dive into a suite of tools that transform complex tasks into intuitive experiences, making every interaction a step towards financial brilliance. Performativ is helping clients across the full spectrum of the wealth management sector. Performativ provides a comprehensive front-to-back wealth management solution with robust technology capabilities. Performativ offers seamless custodian integrations, reducing operational costs while enhancing overall efficiency. Performativ simplifies managing a large client base with intuitive portfolio management, saving time on routine tasks. Advisors can create reports according to their specific requirements, enhancing communication and satisfaction for their clients.
OneVest:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Performativ:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
OneVest:

Audience

Companies and organizations searching for a solution to expand or modernize their wealth management delivery
Performativ:

Audience

Businesses interested in a secure Wealth Management software
OneVest:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Performativ:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
OneVest:

API

Offers API Supported
Performativ:

API

Offers API Not Supported
OneVest:

Screenshots and Videos

Performativ:

Screenshots and Videos

OneVest:

Pricing

No information available.
Free Version Supported
Free Trial Not Supported
Performativ:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
OneVest:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Performativ:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
OneVest:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Performativ:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
OneVest:

Company Information

OneVest
Canada
www.onevest.com
Performativ:

Company Information

Performativ
Denmark
www.performativ.com
OneVest:

Alternatives

Performativ:

Alternatives

WealthERP

WealthERP

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OneVest:
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Contemi Wealth Intelligence

Contemi Solutions
Performativ:
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Summit

Summit Wealth Systems
OneVest:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Performativ:
OneVest:
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Performativ:
BITA Risk

BITA Risk

corfinancial
OneVest:
Performativ:
OneVest:

Categories

Performativ:

Categories

Wealth Management Supported
OneVest:

Integrations

Bloomberg Not Supported
Salesforce Not Supported
Performativ:

Integrations

Bloomberg Supported
Salesforce Supported
OneVest:
Claim OneVest and update features and information
Claim OneVest and update features and information
Performativ:
Claim Performativ and update features and information
Claim Performativ and update features and information