2 mins read

Company Showcase: Performativ – Bringing Enterprise Tools to Smaller Financial Institutions

Performativ is a Copenhagen-based startup that has developed a platform to make it easier for small financial services companies to deliver high-quality reporting on financial and non-financial metrics. The company’s proprietary data models and open banking-based technology connect banks and custodians with investors and asset managers. Previously unserved by the market’s current vendors, small firms can now deliver best-in-class reporting, and customize contracts and rebalancing proposals, streamline regulatory reporting, monitor and set up alerting regimes for clients and investment managers, and much more. Performativ offers a unique value proposition to the financial services industry by providing enterprise tools that were previously only available to larger firms. Its platform is completely agnostic of other back-office systems, and investment firms can select only the relevant part of the offering that compliments their business. With a state-of-the-art API, users have full control over the platform, making it an ideal solution for smaller firms that want to deliver high-quality reporting without having to invest in expensive and complex back-end systems.

Aggregated, Real-Time Portfolio Information

Performativ’s platform makes it easy for financial institutions to provide their clients and investment managers with aggregated, real-time portfolio information in a white-labeled universe. With just a few clicks, investment firms can customize the reporting experience for their clients, including charts and graphs that are updated in real-time. The platform also includes tools for risk management and compliance monitoring, allowing firms to ensure that they are meeting their regulatory obligations.

Explore:  Can FinTech Boost Financial Empowerment for Independent Women in India?

Customizable Contracts and Rebalancing Proposals

Performativ’s platform enables investment firms to create customized contracts and rebalancing proposals for their clients. The platform’s AI-powered integrations with custodians and brokers make it easy for firms to monitor their clients’ portfolios and ensure that they are meeting their investment objectives. With the ability to create custom contracts, investment firms can tailor their offerings to the specific needs of each client, creating a more personalized experience that can help to drive client loyalty.

Streamlined Regulatory Reporting

Performativ’s platform streamlines regulatory reporting by automating the process of collecting and organizing data. The platform includes a wide range of reporting templates that are designed to meet the needs of financial services firms in different jurisdictions, ensuring that firms can comply with local regulations without having to invest in expensive reporting software. With its advanced reporting capabilities, Performativ’s platform helps investment firms to reduce their compliance costs while improving the quality of their reporting.


Performativ’s platform is a game-changer for smaller financial services companies that want to deliver high-quality reporting to their clients without having to invest in expensive back-office systems. By leveraging proprietary data models and open banking-based technology, Performativ makes it easy for investment firms to provide their clients and investment managers with aggregated, real-time portfolio information, customized contracts and rebalancing proposals, streamlined regulatory reporting, and much more. With its state-of-the-art API, the platform offers full control to users, enabling investment firms to select only the relevant parts of the offering that complement their business. Performativ is the only provider in the space, making it a must-have solution for small firms that want to compete with larger players in the industry.

Explore:  Company Showcase: Collective Benefits - Revolutionizing Independent Work with Financial Security and Value

Website: https://performativ.com

Twitter: https://twitter.com/PerformativHQ

Facebook: https://www.facebook.com/PerformativHQ

LinkedIn: https://www.linkedin.com/company/performativhq/

Ready to Promote Your Brand with Finance Magazine?

Looking to reach a targeted audience of finance professionals and decision-makers? Finance Magazine offers sponsored article opportunities and partnerships to help you showcase your brand and drive sales. Learn more about our advertising options and reach out to us today! Click here to discuss sponsored articles and partnerships.

Maximize your brand visibility and engage with a highly engaged finance audience. Contact us at [email protected] to get started. Let Finance Magazine be your platform for success!

Explore:  Company Showcase: Ensuro Revolutionizes Insurtech Funding with Decentralized Capital Pool

Financial Magazine

FinMag.co.uk is a leading online platform dedicated to providing up-to-date and insightful information about finance, business, and investment. As an authority in the industry, FinMag.co.uk is trusted by professionals, investors, and business owners worldwide for its accurate and reliable news and analysis.

Previous Story

Company Showcase: COCOCO Ventures – Promoting Traditional Industries with Startups

Next Story

Company Showcase: Patent Finance Pty Ltd – Leveraging Patents into Financing

Latest from Blog

About us

FinMag.co.uk is a finance magazine that covers the latest news and trends in the finance industry. Its articles cover a wide range of topics, including banking, investment, insurance, and technology. With a focus on providing valuable insights and analysis, FinMag.co.uk aims to keep its readers informed about the most important developments in finance and how they may impact businesses and individuals alike.



Copyright. All Rights Reserved.
Owned & operated by Unstructured.media