PriceMetrix

PriceMetrix

McKinsey & Company
Performativ PriceMetrix

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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.
PriceMetrix:

About

Data-driven insights for wealth management advisors and executives. PriceMetrix helps wealth management firms elevate their businesses across hundreds of dimensions using the world’s largest retail wealth-management dataset. PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve productivity, client experience, and decision-making, while identifying and pursuing growth opportunities. We provide instant visibility into industry best practices, ensuring clients have access to the best available information to help them build a healthy, growing wealth management practice.
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
PriceMetrix:

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
Performativ:

Audience

Businesses interested in a secure Wealth Management software
PriceMetrix:

Audience

Wealth management advisors and executives
Performativ:

Support

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

Support

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

API

Offers API Not Supported
PriceMetrix:

API

Offers API Not Supported
Performativ:

Screenshots and Videos

PriceMetrix:

Screenshots and Videos

Performativ:

Pricing

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

Pricing

$25000.00/month
Free Version Not Supported
Free Trial Not Supported
Performativ:

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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PriceMetrix:

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
Performativ:

Training

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

Training

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

Company Information

Performativ
Denmark
www.performativ.com
PriceMetrix:

Company Information

McKinsey & Company
Founded: 1926
United States
www.pricemetrix.com
Performativ:

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Performativ:

Categories

Wealth Management Supported
PriceMetrix:

Categories

PriceMetrix:

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Not Supported
Risk Management Not Supported
Performativ:

Integrations

Bloomberg Supported
Coral Not Supported
Salesforce Supported
Sidekicker Not Supported
PriceMetrix:

Integrations

Bloomberg Not Supported
Coral Supported
Salesforce Not Supported
Sidekicker Supported
Performativ:
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PriceMetrix:
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