Performativ - Wealth Management Software Information

Performativ is the operating system powering tomorrow’s wealth management. We help wealth and asset managers, investment advisors, multi-family offices, private banks, and financial institutions unify portfolio management, workflows, governance, and digital client experiences within one cloud-native platform. Built for organizations operating across custodians, entities, and jurisdictions, Performativ replaces fragmented systems and manual processes with a structured operating environment designed for scale, control, and operational efficiency. Our platform enables you to: • Consolidate portfolio and client data into a single source of truth • Automate onboarding, reporting, compliance, and operational workflows • Execute discretionary, advisory, and model-driven mandates with precision • Deliver modern digital client and advisor experiences • Operate within controlled, auditable, and regulatory-aligned frameworks • Scale clients, mandates, and operations without increasing complexity Built with governance, automation, and scalability at its core, Performativ enables wealth organizations to modernize operations without compromising control. Headquartered in Copenhagen, we support firms across Europe and beyond with infrastructure designed for institutional-grade wealth operations and 100% EU data residency.