Performativ - Wealth Management Software

We're ending the week on a high reflecting on our inaugural Wealth Management Mixer at the beautiful Upstream Gallery Amsterdam last week. Representing top independent asset managers, broker/custodians, institutional banks, and fintech and professional services firms in the Netherlands market, we were delighted to gather a dynamic group of peers, partners, and clients.   In addition to connecting with the local Wealth Management network, a special thanks to Jeannette Ten Kate, The Art Connector, and Anne de Jong for the insightful discussion on the current global contemporary art market, investing in and valuating art as an alternative asset class, and the artwork by Frank Ammerlaan on exhibition. Thanks to everyone who made the evening a special one – we're looking forward to seeing you again soon and carrying on this series in other cities over the next few months. 

We're delighted to join OpenWealth Association in influencing the development and advancement of the Open API standard. We're eager to begin exchanging knowledge with its community of industry-leading financial institutions, WealthTechs, and service providers. Thanks for having us, Raphael Bianchi, Simon Alioth, and Thomas Lusti, and looking forward to what's ahead.⚡

📣 We are exited to announce that Performativ - Wealth Management Software joined the #OpenWealth Association 📣 Performativ is a cloud-native, SaaS portfolio management solution that's helping European independent wealth managers, family offices, and banks with simplifying their custodian data aggregation and presentation through a sleek, modern, and easy to use digital interface. Albert Geisler Fox, Crispin Rolt, Peter Barry Raphael Bianchi, Simon Alioth, Thomas Lusti

Interesting insights from a recent blog about Valuedge Partners's experience with Performativ - Wealth Management Software . Valuedge, a Dutch wealth management firm, partnered with Performativ to streamline their operations. This integration has helped them enhance client services by consolidating key functions like portfolio management and client relationship management into one efficient platform. Renco van Schie, Chief Investment Officer at Valuedge, noted the significant impact of integrating advanced technological solutions on their day-to-day operations, enabling a sharper focus on client interaction and strategic management. This case study sheds light on the practical benefits of adopting comprehensive technology solutions in wealth management. It highlights how firms can improve operational efficiency and client engagement through thoughtful integration of technology. Learn more about how this collaboration has transformed Valuedge's approach: https://lnkd.in/ePMV9aGg #WealthManagement #Technology #ClientEngagement #Performativ

We are super excited to announce that our members from Performativ - Wealth Management Software Management Software are launching a Wealth Management Mixer event series!   Performativ's inaugural event will be held next week in the vibrant city of Amsterdam at the landmark Upstream Gallery.    Executives from Wealth Managers, Family Offices, and Banks are encouraged to attend this special gathering to mingle and enjoy an evening of drinks and canapés with peers in the local market and learn more about the global contemporary art market from Jeannette, The Art Connector 🙌    Stay tuned, as this exciting series will be coming to many more cities in the upcoming months! ______   🗓 Tuesday, June 11, 5:30-7:30 PM 📍 Upstream Gallery Amsterdam 🎟 RSVP here: lnkd.in/dEnBq3dx Albert Geisler Fox, Crispin Rolt, Linda Lindblad, Marissa Weiss, Thomas Krogh Jensen, Simon Schou, David Grundy

We’re excited to share the story of technological advancement achieved by our client Valuedge Partners, an Independent Wealth Manager based in the Netherlands, through implementing Performativ. Valuedge’s Co-Founder, Partner, and Chief Investment Officer Renco van Schie discusses the tremendous competitive advantage that forward-thinking independent wealth managers can gain by embracing innovation alongside a dynamic technology partner. Read the case study here: https://lnkd.in/gY9p4DRb #WealthManagement #WealthManagementSoftware #PortfolioManagementSoftware #FinTech #WealthTech #Innovation

We’re thrilled to announce the launch of our 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐌𝐢𝐱𝐞𝐫 series of events. We're kicking it off in the vibrant city of Amsterdam 🇳🇱 The events will be a great opportunity to informally connect with people from the wealth management industry. Please join us on Tuesday, June 11, 2024, at the stunning Upstream Gallery in Amsterdam for an evening of drinks, canapes, and engaging conversations. We can't wait to kick off this series and bring it to many more cities over the next couple of months. Zie je daar!

🚀 Performativ Feature Highlight - Auto Rebalancing 🚀 Auto Rebalancing can revolutionize wealth management, especially for multi-family offices overseeing intricate portfolios. It's the ultimate game-changer, ensuring that high-net-worth families' investments stay aligned with their strategic objectives, even amidst market turbulence. Curious about how auto rebalancing can transform your wealth management strategy? Dive into our latest article where we explore this cutting-edge feature and delve into what sets our approach apart. Stay ahead of the curve and optimize your portfolio with our innovative solutions! Read more here: https://lnkd.in/dQvBA7JY #WealthManagement #AutoRebalancing #Innovation #FinancialStrategies #HighNetWorth #MultiFamilyOffice #MFO

🚀 Performativ Feature Highlight - Auto Rebalancing 🚀 Auto Rebalancing can revolutionize wealth management, especially for multi-family offices overseeing intricate portfolios. It's the ultimate game-changer, ensuring that high-net-worth families' investments stay aligned with their strategic objectives, even amidst market turbulence. Curious about how auto rebalancing can transform your wealth management strategy? Dive into our latest article where we explore this cutting-edge feature and delve into what sets our approach apart. Stay ahead of the curve and optimize your portfolio with our innovative solutions! Read more here: https://lnkd.in/dQvBA7JY #WealthManagement #AutoRebalancing #Innovation #FinancialStrategies #HighNetWorth #MultiFamilyOffice #MFO

The Digital Frontier: How Tech-Driven Wealth Management is Transforming Multi Family Offices Operations In the evolving world of finance, the integration of cutting-edge technology within wealth management solutions has been transformative. Historically, the smaller to medium-sized wealth management firms have been underserved, with technology that was either substandard or prohibitively expensive. This scenario is changing rapidly. Read more here: https://lnkd.in/dvpXhTjc #WealthManagement #MultiFamilyOffice #FinancialTechnology #DigitalTransformation #WealthTech #AIinFinance #MachineLearning #RegTech #ClientEngagement #FinancialServices #InnovationInFinance #FutureOfFinance #DigitalWealth #InvestmentManagement #FamilyOffice #AssetManagement #DigitalLeadership #FinancialIndustry