Performativ
Performativ: A multi-asset wealth platform combining portfolio oversight, private-market tracking, and client portals. Ranked #27 of 81 in Portfolio Management Software by our editors (6.7/10); pricing: Pricing on request; best for wealth firms needing portals and private-market tracking.
At a glance
- Editor score6.7 / 10
- PricingPricing on request
- Best forWealth firms needing portals and private-market tracking
- Asset class coverageMulti_asset_alternatives
- Facts checked25 Sep 2026
Where it wins
- Consolidates liquid holdings and private assets across accounts and entities
- Combines performance, risk monitoring, rebalancing, and order management
- Offers custodian integrations, an API, and client portals with mobile apps
Where it doesn't
- Pricing requires contacting sales or booking a demo
- The breadth of features may exceed the needs of firms seeking only portfolio analysis
- Support is listed through email
Our verdict on Performativ
Performativ is a cloud-based wealth management platform for wealth and asset managers, investment advisors, financial institutions, and multi-family offices. It brings holdings, transactions, and private assets together across accounts, clients, mandates, and entities. Portfolio teams can review performance against benchmarks, monitor risk and exposure, rebalance portfolios, and manage orders. Client and advisor portals, including native mobile apps, extend the system beyond internal investment workflows. Its scope suits organizations that need operational tools alongside portfolio oversight, rather than investors looking for a personal finance tracker.
Private-market coverage is a notable part of the product's breadth: firms can track commitments, capital calls, valuations, and distributions alongside liquid assets. Reporting supports automated and on-demand workflows with customizable templates, while compliance workflows are also part of the platform. The combination may appeal to firms managing varied assets and client reporting in one environment. Organizations needing only performance dashboards or a narrow portfolio analysis tool may find this wider operational focus unnecessary.
The platform connects to custodians and brokers including ABN Amro, Avanza, Danske Bank, Goldman Sachs, Interactive Brokers, Nordea, and Nordnet, and it provides an open API framework. It is offered for web, iOS, Android, and API access, with cloud and mobile deployment. GDPR and ISO 27001 are listed compliance credentials. According to the vendor's published purchasing process, prospects must book a demo or contact the team; no self-serve plan structure is presented. Firms should consider it when consolidated operations, client access, and private-market tracking are central requirements; those seeking transparent self-serve pricing should compare alternatives.
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Performativ pricing
Performativ fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Asset class coverage | Multi_asset_alternatives |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Yes |
| Tax-lot tracking | Not verified |
| Maximum portfolios | Not verified |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | GDPR, ISO 27001 |
| Support | |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 18 integrations: ABN Amro, AFS, Avanza, Banque Cantonale de Genève (BCGE), Centevo, Credo … See all → |
| Pricing | Pricing on request |
| Website | performativ.com |
| Facts checked | 25 Sep 2026 |
Performativ integrations
Performativ lists 18 integrations on its own site.
- ABN Amro
- AFS
- Avanza
- Banque Cantonale de Genève (BCGE)
- Centevo
- Credo
- Danske Bank
- FCG Fonder
- Goldman Sachs
- Handelsbanken
- Interactive Brokers
- Julius Bär
- Nordnet
- Nordea
- Nykredit
- Quantfolio
- Saxo Bank
- UBS
See all Performativ integrations →
Alternatives to Performativ
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
See all Performativ alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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