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What is WealthMapper?

Elevate the growth of your wealth management business with a comprehensive and adaptable platform. The WealthMapper platform equips you to leverage a strong network of partners within our ecosystem, enabling the launch of groundbreaking retail wealth management offerings. This modular digital toolkit utilizes state-of-the-art technology and distribution methods, thereby accelerating both innovation and time to market. WealthMapper allows you to deliver seamless services that present a complete picture of clients’ financial assets, their current accessibility, and suggested actions for improvement. We offer extensive wealth management solutions that range from customizable client-facing services to sophisticated and efficient back-office operations. For financial service providers, WealthMapper supports your growth ambitions with pre-integrated, premium solutions and services. For consumers, it acts as a vital resource to improve visibility, access, and actionable insights into their financial health, making it easier to make informed financial choices. Additionally, WealthMapper not only enhances operational efficiency but also fosters stronger client relationships through its user-centric design. Ultimately, WealthMapper emerges as a game-changing asset in the wealth management sector.

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.

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

tietoevry

Company Location

United States

Company Website

www.tietoevry.com/en/banking/digital-insurance-and-wealth-ecosystems/wealth-management-ecosystem/

Company Facts

Organization Name

Performativ

Company Location

Denmark

Company Website

www.performativ.com

Categories and Features

Categories and Features

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