Revolutionising both the wealth management advisory process and the HNWI customer experience. 

We are already integrated with a long list of custodians (and growing) to both provide advisors with an analytically rich view of their client portfolios and their clients with a branded, ‘easy to use’ app to view their total wealth portfolio (including liquid and illiquid assets in- and outside the scope of the wealth manager).
 
Ultimately…. the advisor has better information and more time to advise and the client has a better and more comprehensive view of their wallet.
 
All of this available through Performativ turnkey software.
 
-----Rocket fuel for Wealth Managers

VF Venture

Performativ - Wealth Management Software

We're #hiring a new Back-office Specialist in Copenhagen, Capital Region. Apply today or share this post with your network.

Are you ready to shape the future of wealth management ?

https://lnkd.in/eV6Xk5ZS

We're #hiring a new Experienced Account Executive in Copenhagen, Capital Region. Apply today or share this post with your network.

Performativ is disrupting the wealth space ensuring that financial services companies from large-scale banks to smaller wealth management entities can confidently navigate the future on scalable infrastructure. 

Our CEO, Albert Geisler Fox is joining a panel on “Wealth Reimagined: Pioneering the Future Landscape of Wealth Management”. 

For those keen on understanding the future of wealth management and digital landscape, Albert stands as a beacon of knowledge and experience. 

More info of the event can be found here: Home | Nordic Fintech Week (nfweek.com)

#performativ #fitforthefuture #nordicfintechweek #shapingthewealthmanagement

Calling all Dutch Wealth Managers…We are thrilled to announce the sponsorship of the upcoming Fund Seminar in Utrecht. This event brings together asset management professionals and offers them the opportunity to engage with a range of renowned fund houses and other actors in the Benelux Wealth industry.

Our Chief Commercial Officer (CCO), Crispin Rolt eagerly anticipates the chance to meet with you. More information about the event can be found at https://lnkd.in/eeqKZDnR.

#perfomativ #Wealthmanagementsolution #fitforthefuture

Today we welcomed Jonas Emil Tøttrup to Performativ on his first day and also took the opportunity for a belated welcome to Steffen Pedersen (who has already embedded himself as a highly valued member of the team).... No they have not just been released from prison, they are standing behind the reinforced steel door of our (quite) new office location at Kronprinsensgade 2 in the centre of Copenhagen. Years ago, the gate provided added security for the vault used by the neighbouring jewellery store... today it keeps us fit trying to open it!  Welcome Jonas and Steffen.
#newhire #wealthmanagement #familyoffice #wealthtech #fitforfuture #performativ

We’re #hiring a new Head of Sales in København, Capital Region. Apply today or share this post with your network.

Performativ makes it easier for financial services companies to deliver high-quality reporting on financial and non-financial metrics. By leveraging proprietary data models and open banking-based technology, Performativ connects banks and custodians with investors and asset managers. Small firms that were previously unserved by the market’s current vendors can now deliver best-in-class reporting.

COM:PERFORMATIV

Performativ

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