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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.

About

In every industry, brands are seeking to innovate and become more central to our lives. We enable financial institutions to enhance their customer experience and complement their offering by sourcing third-party services. additiv empowers consumer brands to enhance customer value propositions and grow revenues with seamless and highly-contextualized financial experiences. additiv is the glue between you and all of the underlying capabilities that are needed to offer seamless and contextually-rich financial experiences. Everything to orchestrate financial services: the technology, open ecosystem, expertise, legal and operating framework, ongoing support. Strategic partnership with you throughout the orchestration process, from business model definition to execution. You get fully-fledged, ready-to-run, end-to-end financial experiences that are seamless, contextualized, and multichannel.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses interested in a secure Wealth Management software

Audience

Companies searching for a leading orchestrated finance platform that helps access new distribution channels through a Banking-as-a-Service model

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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:

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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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Performativ
Denmark
www.performativ.com

Company Information

additiv
Founded: 1998
Switzerland
www.additiv.com

Alternatives

WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.

Alternatives

Cybrid

Cybrid

Cybrid Technology Inc.
Summit

Summit

Summit Wealth Systems
BITA Risk

BITA Risk

corfinancial

Categories

Categories

Integrations

Bloomberg
Salesforce

Integrations

Bloomberg
Salesforce
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