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Company
Performativ - Financial Solutions
Industry
financial services
Technologies
Outlook
Microsoft Office 365
Amazon AWS
Hubspot
Webflow
Freshdesk
Hotjar
Google Tag Manager
Linkedin Widget
Ruby On Rails
Mobile Friendly
Linkedin Marketing Solutions
Circle
SharePoint
Basis
Reviews
Keywords
wealth management software
crm lite
document repository
white labelled
auto rebalancing
order management
custom rules
risk analysis
data security
custom reports
open api
comprehensive asset classes
sustainability
embedded custodian data
aml compliance
intelligent benchmarking
financial institutions
investment advisors
single family offices
multi family offices
portfolio management
trading optimization
client engagement
smart alerts
pep screening
real estate management
private equity
data consolidation
non-liquid investments
generational wealth insights
operational efficiency
scalability
cost reduction
client reporting
custom notifications
legacy preservation
robust compliance
market alerts
investment tracking
customized interface
financial insights
integration capabilities
dynamic dashboards
cost efficiency
investment performance analysis
user-friendly interface
data aggregation
digital transformation
client relationship management
analytical tools
computer & network security
information technology & services
environmental services
renewables & environment
financial services
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