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.
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.
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