Snapshot
Continue to About ↓- What it does
- A cloud-native wealth management platform that consolidates portfolio data, trading, compliance workflows, reporting and client portals in one system, with AI agents operating under the same permissions and audit trails.
More detail
- It is built for organisations that manage investments on behalf of clients rather than for end investors.
- Best for
- Wealth managers, asset managers, private banks, multi-family offices and financial institutions running discretionary or advisory mandates that need to unify multi-custodian and multi-entity portfolio operations behind one governed system.
- Pricing
- Pricing is not publicly disclosed.
More detail
- No official page lists subscription tiers, platform or AUM-based fees, minimum commitments, implementation or migration fees, integration fees, transaction or FX spreads, or lockup and withdrawal terms.
- The only documented commercial path is booking a demo or conta
- Main limitation
- Retail investors or individuals seeking a self-serve tool
More detail
- there is no public sign-up or individual pricing tier documented, and the platform is positioned for organisations managing money for others.
- Record
- Living and monitored
- Reviewed
- Evidence
- Public web research
- Machine access
- Structured profile ↗
About
- A cloud-native wealth management platform that consolidates portfolio data, trading, compliance workflows, reporting and client portals in one system, with AI agents operating under the same permissions and audit trails.
- It is built for organisations that manage investments on behalf of clients rather than for end investors.
What it helps with
- Fragmented front, middle and back-office systems that require manual reconciliation across custodians
- Technical debt and rigid data models from legacy portfolio engines at banks, addressed via an overlay rather than full c
- Compliance burden from KYC, suitability, MiFID reporting and audit-trail obligations spread across disconnected tools
- Difficulty scaling clients, mandates and channels without proportional headcount growth
- Complex multi-entity and multi-jurisdiction structures that are hard to govern consistently
Capabilities
A practical view of what is available and where limitations apply.
| Offering | Available | Detail |
|---|---|---|
| Consolidated portfolio data and analytics | Yes | Holdings, transactions and private assets in one data model, with performance, benchmarking, risk and exposure analysis. |
| Rebalancing and order management | Yes | Automated and manual rebalancing across mandates, with model-based and discretionary execution. |
| Trading and FIX connectivity | Yes | FIX gateway to markets and brokers, client trading with straight-through processing, and pre- and post-trade controls. |
| Compliance workflows | Yes | KYC workflows with external providers, automatic trading restrictions, and a framework the vendor describes as MiFID compliant out of the box. |
| Audit trails and permissions | Yes | Role-based permissions across roles, entities and regions, with system-wide immutable logs. |
| Reporting and client communication | Yes | Configurable dashboards, automated and on-demand reports, client portal, mobile app and messaging. |
| AI agents and automation | Yes | Custom agents with explicit permissions and audit trails, operating within the platform's governed data environment. |
| Custodian and core system integrations | Yes | Structured APIs to custodians, market data and onboarding providers, plus core banking systems; specific integration inventory is not published. |
| Cash and funding management | Yes | Balance tracking, funding flows between portfolios and custodians, and liquidity oversight. |
| Published pricing | No | No published tiers, fees or minimums; pricing is undisclosed. |
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Evidence
Where this record came from, when it was reviewed, and how confidently it can be used.
- Verification
- Scribble researched these facts from the linked public sources.
- The owner has not manually confirmed every field.
- Last reviewed
- Primary source
- performativ.com
Technical profile details
Record ID
773b1e91-f2a7-4cfc-ae28-c20059b255efCanonical URLhttps://profiles.scribble.network/listing/performativ-773b1e91