Purpose: Performativ is a cloud-native wealth management platform that unifies portfolio data, workflows, governance, and digital client experiences.
Portfolio tools: The platform consolidates holdings, transactions, and private assets and supports performance analysis, benchmarking, rebalancing, order management, and risk analysis.
Trading: Trading features include FIX connectivity, client order submission with straight-through processing, and configurable pre- and post-trade controls.
Compliance: The platform describes KYC workflows with external providers, MiFID-aligned workflows, trading restrictions, and immutable audit trails.
Client experience: Performativ offers advisor and client portals, including a mobile app, with white-labelled interfaces for web, tablet, and mobile.
Integrations: The maker lists custodian partners including ABN AMRO, Danske Bank, Goldman Sachs, Interactive Brokers, Nordea, Saxo Bank, UBS, and others.
API: Performativ says firms can build custom integrations and workflows using its open API and integration framework.
Private assets: Private market features track commitments, capital calls, valuations, and distributions, and combine private and liquid assets in shared portfolio views.
Automation and AI: The platform supports workflow automation for onboarding, reporting, and rebalancing, as well as AI-driven workflows and controlled agentic workflows.
Security: The maker states that Performativ provides EU data residency, role-based access control, and immutable system activity logs.
Certification: A Performativ article states that its platform is ISO 27001 certified.
Who it serves: Performativ says it serves wealth managers, asset managers, alternative asset managers, investment advisors, financial institutions, private banks, and multi-family offices.
Support and sales: The maker offers a personalized demo with a tailored walkthrough, live Q&A about setup and integrations, and real-world use cases.

Where it ranks on Freedom251

Best Portfolio Management Software in 2026#46 of 81

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Sources

performativ.com· checked 11 Oct 2026
performativ.com/features· checked 11 Oct 2026
performativ.com/partners-integrations· checked 11 Oct 2026
performativ.com/blog/private-equity-management-age-of-m· checked 11 Oct 2026
performativ.com/solutions· checked 11 Oct 2026
performativ.com/demo· checked 11 Oct 2026
performativ.com/contact· checked 11 Oct 2026