As the year comes to a close, we’d like to take a moment to thank our clients, partners, and team for an incredible 2024 ✨ Wishing you a wonderful holiday season and a new year filled with joy and lots of success! Here’s to an exciting 2025 ahead 🚀
Performativ - Wealth Management Software
Finansielle tjenesteydelser
Copenhagen, Capital Region of Denmark 3.111 følgere
SaaS based client reporting software transforming Investment Advisors and Wealth Managers to tech-enabled businesses
Om os
In a rapidly evolving financial landscape, the tools of yesterday won't cut it. Thus we created Performativ - the future of wealth management software, a system that isn't just powerful and secure, but also attuned to the growing demands of the digital age. Our mission from day one has been clear: to revolutionize the wealth management sector. We strive to empower professionals and their clients, positioning them at the forefront of the industry's evolution, ready to seize tomorrow's opportunities.
- Websted
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https://performativ.com
Eksternt link til Performativ - Wealth Management Software
- Branche
- Finansielle tjenesteydelser
- Virksomhedsstørrelse
- 11-50 medarbejdere
- Hovedkvarter
- Copenhagen, Capital Region of Denmark
- Type
- Privat
Beliggenheder
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Primær
Kronprinsensgade 2
Copenhagen, Capital Region of Denmark 1114, DK
Medarbejdere hos Performativ - Wealth Management Software
Opdateringer
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Performativ - Wealth Management Software genopslog dette
We are building an engineering team in London to help shape the future of wealth management for years to come. If you enjoy making stuff that delights customers, and if you relish the challenge to engineer abstractly for leverage and scale, please, take a look. The timing could not be better, this time next year there will be so much to look back on that we built together in 2025!
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Following the success of our Wealth Management Mixer in Amsterdam earlier this year, we took the event to vibrant Singapore last week, coinciding with the Singapore FinTech Festival ✨ Hosted in collaboration with BNY and Copenhagen Fintech, the Mixer was held at BNY’s stunning office overlooking Marina Bay. It was great to connect with Wealth Management Executives from around the world and to experience the interest in the event, which was oversubscribed by 100% 🙌 Stay tuned as we bring our mixer series back to Europe. Sign up for our newsletter in the comments to be among the first to know 👇 #WealthManagement #Event #Fintech Nicolette Tham Laura Kristine Østergaard Sørensen Thomas Krogh Jensen
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The wealth management industry is evolving, driven by converging megatrends like tech innovation, regulatory shifts, rising competition, and changing demographics 🌐 To stay ahead, firms must rethink their strategies, making the client their North Star. With diverse needs and expectations, a robust AI and digital transformation strategy is no longer optional - it's essential. Embracing the future means understanding clients as unique individuals, not segments, and delivering tailored experiences that truly resonate 🌟 #WealthManagement #DigitalTransformation #InvestorExperience
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Performativ - Wealth Management Software genopslog dette
🚀 Big news: DORAedge is now available to all organizations We are thrilled to announce that we have removed the waitlist for DORAedge and are now ready to onboard all regulated financial entities. Designed to help organizations meet the January 17, 2025, DORA compliance deadline and maintain long-term adherence, DORAedge is your solution for managing DORA compliance end-to-end. What does DORAedge offer? ✅ Centralized Compliance Management: Streamline compliance efforts by managing your organization’s entire ICT supply chain network from one platform. ✅ Simplified Regulatory Compliance: Access a proprietary DORA Control library, and map relevant governance documentation directly to regulation. ✅ Risk Monitoring and Oversight: Ensure that ICT assets and third-party service providers meet DORA’s standards with tools to proactively document, assess, monitor, and mitigate existing and future risks. And much more! Start your DORAedge trial now via the link in the comments and enjoy complimentary access until January 17 👇 #DORA #Compliance #RegTech
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Performativ - Wealth Management Software genopslog dette
After a fantastic launch in Amsterdam, I’m super excited to announce that we’re bringing our Wealth Management Mixer series to Asia, just in time for this year’s Singapore Fintech Festival! In partnership with BNY and Copenhagen Fintech, we’re hosting the Singapore Wealth Management Mixer. This will be a great opportunity to connect with leaders within the wealth and investment management space ahead of the festival’s buzz (more on that later 😁). Please RSVP here: https://lnkd.in/df-FW9E5
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High-net-worth investors are increasingly demanding personalized services that align with their unique goals and lifestyles 🎯 With this shift in expectations, wealth managers must adapt by offering tailored advice, proactive communication, and a comprehensive approach to financial planning that goes beyond traditional strategies. Technology plays a key part in this. Those who can deliver on these expectations will set themselves apart, fostering loyalty and trust with their affluent clients 🤝 Explore more strategies on how wealth managers can retain clients via the link in the comments 👇 #WealthManagement #Personalization #ClientExperience
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Have you signed up for our webinar yet? Make sure you don't miss out! ⏰ This is your chance to hear from and engage with experts on how to achieve DORA compliance. Register now via the link in the comments 👇 Speakers: 🎙️ Marissa Weiss 🎙️ Nina Riisgaard Lauritsen The webinar is hosted in collaboration with Copenhagen Fintech and Capital Law CPH. #Webinar #DORA #Compliance
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New Features Alert 🚨 The Performativ platform is constantly evolving, thanks to our dedicated team members around the world 🌍 Here’s a glimpse of some of the new features now available to our clients. Some are more substantial than others, but together they drive efficiency, streamline processes, and deliver value for wealth and asset managers. Interested in learning more? Head over to our page and book a demo with our team 🤝 #NewFeatures #SaaS #WealthTech
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Is your organization ready to comply with the upcoming Digital Operational Resilience Act that takes effect on January 17, 2025? Join us for a 1-hour webinar where we’ll explore how regulated financial entities can prepare for and sustain compliance by combining cutting-edge technology with expert advisory 🚀 Key Takeaways: 💡Immediate actions impacted entities can take to ensure preparedness. 💡Live demo of DORAedge, a tool that simplifies regulatory adherence. 💡How legal and compliance advisory can help build a foundation for ongoing risk monitoring and compliance. Register now via the link in the comments to secure your spot 👇 #DORA #Compliance #Webinar