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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 MoneyWare?

MoneyWare serves as an all-encompassing Wealth Management platform that allows wealth managers to efficiently oversee their entire business operations, effectively merging front and back office functions and removing the necessity for multiple disconnected systems. This innovative platform is designed to address a wide variety of client demographics, encompassing ultra-high-net-worth individuals, affluent clients, and both individual and multi-family offices. The software suite is highly customizable and crafted to align with the specific requirements of its users, focusing on critical elements such as client management, financial advisory services, portfolio management, compliance, as well as detailed client reporting and accounting. Furthermore, solutions like MoneyWare provide a spectrum of services, including discretionary, non-discretionary, and advisory features, which enable wealth management firms to proficiently meet the varied financial demands of their clientele. By consolidating all these capabilities into a single platform, MoneyWare not only boosts operational efficiency but also simplifies workflows for professionals in the wealth management industry. This comprehensive approach ultimately leads to enhanced client satisfaction and stronger relationships built on trust and tailored service.

Media

Media

Integrations Supported

Bloomberg
Salesforce

Integrations Supported

Bloomberg
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

Miles Software (EbixCash)

Date Founded

1999

Company Location

India

Company Website

www.milessoft.com/wealth-management-solution/

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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