Performativ review
A multi-asset wealth platform combining portfolio oversight, private-market tracking, and client portals.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Performativ pros and cons
- 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
Performativ fact sheet, pricing and score →
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