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
