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What is Performativ?

Empowering wealth managers and their clients with innovative, secure, and cost-efficient wealth management software tailored for future demands. Discover a wide range of tools that simplify complex processes into intuitive experiences, ensuring each interaction enhances financial success. Performativ is committed to assisting clients across the entire wealth management spectrum. By providing a holistic front-to-back solution, Performativ showcases robust technological features that enrich the service experience. With smooth integrations with custodians, Performativ aids in reducing operational costs while boosting overall efficiency. It streamlines the management of large client portfolios through user-friendly tools, enabling significant time savings on routine tasks. Advisors gain the ability to create tailored reports that cater to their specific requirements, fostering improved communication and increasing client satisfaction. As a result, Performativ is a game-changer in the wealth management sector, equipping its clients with the tools necessary for sustained prosperity and growth. The firm’s innovative approach not only enhances service delivery but also sets new benchmarks in client relationship management.

What is AdvisorEngine?

AdvisorEngine specializes in crafting cutting-edge, user-centric technology specifically designed for financial advisors. Our multifaceted team includes experts in enterprise technology, data analysis, creative design, strategic thinking, business development, and seasoned financial advisors. Each day, we work to transform the realm of financial advice by focusing on the essential connection between advisors and their clients. Outstanding advice is fundamentally human and centers on the needs of individuals. We are dedicated to discovering new ways to deepen our comprehension of investment tactics and the behaviors of investors. Quality guidance relies on thorough research and must evolve with the latest developments in quantitative finance, behavioral economics, business analytics, and artificial intelligence. Our focus on creativity and design allows our technology to stand out, providing a unique visual identity that distinguishes us from others in the market. Moreover, the most powerful advice not only teaches but also motivates, making it essential to streamline the onboarding experience for new clients through a tailored and effective digital interface. This dedication to continuous improvement guarantees our position as leaders in the financial advisory sector, enabling us to adapt swiftly to the ever-changing industry landscape.

Media

Media

Integrations Supported

Bloomberg
Nitrogen
Salesforce

Integrations Supported

Bloomberg
Nitrogen
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Performativ

Company Location

Denmark

Company Website

www.performativ.com

Company Facts

Organization Name

AdvisorEngine

Company Location

United States

Company Website

www.advisorengine.com

Categories and Features

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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