PERFORMATIV
Performativ makes it easier for financial services companies to deliver high-quality reporting on financial and non-financial metrics. By leveraging proprietary data models and open banking-based technology, Performativ connects banks and custodians with investors and asset managers. Small firms that were previously unserved by the marketโs current vendors can now deliver best-in-class reporting. With a couple of clicks financial institutions can: * provide clients and investment managers a... ggregated, real-time portfolio information in a white-labeled universe. * customize contracts and rebalancing proposals * streamline regulatory reporting * make sure they are up to date with locally relevant KYC/AML guidelines; * charge and verify fees for investment management services; * monitor and set up alerting regimes for the client and investment managers; and much more. As the only provider in the space, we are completely agnostic of other back-office systems (featuring a proprietary AI-powered integrations with custodians and brokers). Investment firms can select only the relevant part of our offering that compliments their business. Also we allow full control through a state-of-the-art API.
PERFORMATIV
Industry:
Financial Services FinTech Legal Tech SaaS
Founded:
2020-07-07
Website Url:
http://www.performativ.com
Total Employee:
11+
Status:
Active
Total Funding:
700 K USD
Technology used in webpage:
SPF Microsoft Exchange Online Office 365 Mail Microsoft Azure DNS One.com DNS
Current Employees Featured
Founder
Investors List
VF Venture
VF Venture investment in Pre Seed Round - Performativ
Official Site Inspections
http://www.performativ.com
- Host name: aacb0a264e514dd48.awsglobalaccelerator.com
- IP address: 99.83.190.102
- Location: Seattle United States
- Latitude: 47.54
- Longitude: -122.3032
- Metro Code: 819
- Timezone: America/Los_Angeles
- Postal: 98108