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Performativ
What Performativ is
Performativ is a cloud-native wealth management platform that unifies portfolio data, workflows, governance, and digital client experiences. It consolidates holdings, transactions, and private assets, with tools for performance reporting, benchmarking, allocation analysis, rebalancing, order management, and risk analysis. Private-market features track commitments, capital calls, valuations, and distributions alongside liquid assets in shared portfolio views. Trading includes FIX connectivity, client order submission with straight-through processing, and configurable pre- and post-trade controls. Compliance workflows cover KYC with external providers, MiFID-aligned processes, trading restrictions, and immutable audit trails. Advisor and client portals provide white-labelled web, tablet, and mobile interfaces, with Android, iOS, web, and API listed as platforms. Firms can build integrations through an open API and integration framework. Automation supports onboarding, reporting, and rebalancing, alongside AI-driven and controlled agentic workflows. Performativ states EU data residency, role-based access, ISO 27001 certification, and immutable activity logs. Pricing is available on request.
Who it suits
It serves wealth managers, asset managers, alternative asset managers, investment advisors, financial institutions, private banks, and multi-family offices. The platform suits firms needing portfolio, trading, compliance, private-asset, and client-portal workflows.
What it does well
- Consolidates liquid and private assets
- Performance, allocation, and risk analysis
- FIX trading and straight-through processing
- White-labelled advisor and client portals
- Open API for custom integrations
What to know first
- Pricing is not displayed
- Implementation requires a demo or sales contact
- Platform includes controlled agentic workflows
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Performativ | Pricing is not displayed; the maker directs visitors to book a demo or contact its team. | On request |
As performativ.com lists them, read 11 Oct 2026. The maker's own page has the final word.
Verdict
Performativ brings investment data, trading, compliance, private assets, automation, and client experiences into one wealth-management platform. Its broad platform coverage is paired with custom integration options, while pricing requires contacting the maker.
Facts from Performativ's own pages
- Allocation analysis
- Yes · performativ.com, 25 Sept 2026
- API
- Performativ says firms can build custom integrations and workflows using its open API and integration framework. · performativ.com, 11 Oct 2026
- Asset class coverage
- multi_asset_alternatives · performativ.com, 25 Sept 2026
- Automation and AI
- The platform supports workflow automation for onboarding, reporting, and rebalancing, as well as AI-driven workflows and controlled agentic workflows. · performativ.com, 11 Oct 2026
- Certification
- A Performativ article states that its platform is ISO 27001 certified. · performativ.com, 11 Oct 2026
- Client experience
- Performativ offers advisor and client portals, including a mobile app, with white-labelled interfaces for web, tablet, and mobile. · performativ.com, 11 Oct 2026
- Compliance
- The platform describes KYC workflows with external providers, MiFID-aligned workflows, trading restrictions, and immutable audit trails. · performativ.com, 11 Oct 2026
- Integrations
- The maker lists custodian partners including ABN AMRO, Danske Bank, Goldman Sachs, Interactive Brokers, Nordea, Saxo Bank, UBS, and others. · performativ.com, 11 Oct 2026
- Performance reporting
- Yes · performativ.com, 25 Sept 2026
- Portfolio tools
- The platform consolidates holdings, transactions, and private assets and supports performance analysis, benchmarking, rebalancing, order management, and risk analysis. · performativ.com, 11 Oct 2026
- Private assets
- Private market features track commitments, capital calls, valuations, and distributions, and combine private and liquid assets in shared portfolio views. · performativ.com, 11 Oct 2026
- Purpose
- Performativ is a cloud-native wealth management platform that unifies portfolio data, workflows, governance, and digital client experiences. · performativ.com, 11 Oct 2026
- Risk analysis
- Yes · performativ.com, 25 Sept 2026
- Security
- The maker states that Performativ provides EU data residency, role-based access control, and immutable system activity logs. · performativ.com, 11 Oct 2026
- 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. · performativ.com, 11 Oct 2026
- Trading
- Trading features include FIX connectivity, client order submission with straight-through processing, and configurable pre- and post-trade controls. · performativ.com, 11 Oct 2026
- Who it serves
- Performativ says it serves wealth managers, asset managers, alternative asset managers, investment advisors, financial institutions, private banks, and multi-family offices. · performativ.com, 11 Oct 2026
Where Performativ stands on Freedom251
- Portfolio Management Software#32 of 81