In today’s world of wealth management, staying on top of a client’s diverse portfolio can often feel like a daunting task. From monitoring bank accounts to managing private equity investments, wealth managers are constantly juggling multiple systems, tools, and data sources. This fragmented approach can make it difficult to get a comprehensive, real-time view of a client’s wealth, ultimately slowing down decision-making and affecting the quality of client service.

That’s where Performativ steps in. Performativ is an innovative wealth management platform designed to consolidate all of your clients' holdings into one easy-to-use interface. Whether it’s bank accounts, stocks, bonds, private equity, or real estate, Performativ seamlessly integrates various asset types into a unified view. This enables you to streamline portfolio management and focus on what truly matters: delivering exceptional value to your clients.

Consolidate All Your Clients’ Holdings in One Platform

Traditionally, managing a client’s wealth meant hopping between multiple systems, spreadsheets, and platforms, each tracking different asset types. This not only consumes a significant amount of time but also increases the risk of errors or missed opportunities.

Performativ solves this problem by integrating all your clients' holdings, whether liquid or illiquid, into one cohesive platform. You no longer have to waste time tracking each asset individually. Instead, Performativ pulls data from different sources and consolidates it in real time, offering a single, clear overview of a client’s entire portfolio. This saves you time, minimizes errors, and provides a much-needed clarity that allows for more strategic decision-making.

Focus on What Matters Most: Client Success

With Performativ, wealth managers no longer have to waste valuable time wrestling with multiple data systems. Instead, the platform allows you to focus on what matters: providing high-quality, personalized service to your clients. With all client holdings in one place, you can make informed, data-driven decisions faster and more accurately.

This holistic approach enables you to assess risks, analyze portfolio performance, and suggest strategies that align with your clients’ goals—all from one platform. Whether you’re working with traditional investments or more complex assets like private equity, Performativ gives you the tools you need to navigate the complexities of wealth management with ease.

Real-Time Updates and Transparency

One of the greatest challenges in wealth management is ensuring that both advisors and clients have access to the most current information. With Performativ, all client data is automatically updated in real time, providing you with the latest insights on portfolio performance, market changes, and asset values. This constant flow of data ensures you can respond to shifts in the market and adjust strategies accordingly.

Moreover, Performativ provides your clients with transparency into their financial status, building trust and strengthening relationships. Clients can easily access a unified view of their wealth, seeing all of their assets in one place and understanding how their investments are performing. This transparency not only enhances communication but also helps clients feel confident in your expertise and the decisions being made on their behalf.

Security You Can Trust

In wealth management, security is non-negotiable. Performativ takes data security seriously, employing state-of-the-art encryption protocols to ensure that your clients' financial information is fully protected. The platform is built to comply with the highest standards of data privacy and industry regulations, so you can be confident that sensitive information remains safe and secure at all times.

Why Choose Performativ?

Performativ is designed to make your life easier as a wealth manager. By consolidating all of your clients' holdings into one easy-to-use platform, Performativ simplifies the complexities of wealth management and frees up time for what matters most: delivering exceptional service to your clients.

• Centralized Management: All your clients’ holdings in one place, from bank accounts to private equity.

• Efficient: Real-time updates, automated data integration, and a clear view of portfolio performance.

• Client-Centered: With a unified platform, you can focus on personalized strategies that help clients achieve their goals.

• Security: Performativ uses top-tier encryption and compliance with industry standards to protect sensitive data.

With https://www.performativ.com/, wealth management becomes simpler, more efficient, and more client-focused. Take your wealth management practice to the next level by consolidating everything into one platform and providing clients with the best possible service.