Performance Management Software Built Around You

A dedicated team configures viaPeople around your firm’s actual review cycles and reporting structure, however simple or specific they are, for PE, alternative asset, and financial services organizations.

A white-glove service
approach

Configuration tools for teams who want to move fast, backed by a white-glove service approach for clients who want their dedicated Customer Success Manager to handle it directly. Either way, your review cycles and reporting structure get built around your firm, not squeezed into a template.

Built by I/O psychology, not just engineers

Our configuration decisions are informed by PhD-level I/O psychologists, not just product defaults. That means your evaluation templates, rating scales, and feedback workflows are grounded in what actually predicts performance, not just what’s easiest to standardize.

Whatever your structure looks like, we match it

Multiple review cycles running on different timelines. Different anonymity rules for different departments. Reporting hierarchies that don’t map to a generic org chart. If your review process doesn’t look like everyone else’s, we configure around it instead of asking you to conform.

Why work with viaPeople?

Stop sacrificing your needs to other software vendors’ limitations. viaPeople is a trusted, value-added partner that customers entrust to deliver on what they say and help solve the most difficult people management software challenges.

Best-of-Breed Products

Use best-of-breed products designed by talent experts with the flexibility to meet all your company’s unique requirements.
Best-of-Breed Products

Talent Expertise

Our industrial organizational psychologists have decades of experience in talent management technology—and it shows in our purpose-built software design.
Talent Expertise

Flexible Configuration

We tailor our customizable software to meet your company’s HR needs and requirements—not the other way around.
Flexible Configuration

Superior Relationships

Relationships matter. That’s why at viaPeople, every customer has a single point of contact dedicated to ensuring their needs are met.
Superior Relationships

Overall Ease of Use

We designed our flexible HR software to be as easy to use, customize, and implement as it is effective.
Overall Ease of Use

Explore Our Custom Solutions

Our large catalogue of custom tailored products will help elevate your firm to new levels in talent management.

Performance Management

Tailored feedback, growth plans, and analytics for performance cycles.

AI Instant Insights

Custom summaries on employee strengths and development areas.

360-Degree Feedback

Customized 360-degree evaluations, coaching plans, and focus areas.

Deal Team Feedback

Streamlined, concise, automated feedback collection launched after projects/deals close.

Real-Time Feedback

Instant solicited or unsolicited performance feedback for all employees.

Succession Planning

Tailored talent assessment, 9-box, and succession strategies.

Succession Planning

Promotion

Automated, non-biased promotion processes utilizing feedback collection.

Goal Setting and Tracking

Goal setting, cascading, and tracking (with integration in performance reviews).

SOC 2 Compliance

The highest standard of security for our software to meet the regulatory needs of the industry.

Master your talent management

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"viaPeople’s succession planning solution helped our leaders make more accurate talent assessments and create targeted development plans. The tool alleviated the burden of manually tracking and updating, freeing time for valuable discussion and talent planning."

Garin Danner

Vice President of Employee Benefits

 

Alert Logic

"Before viaPeople, we met with 5 other vendors, and no one was able to do the required customization we needed to automate our existing performance and development tool. viaPeople was able to take our specific requirements and with relative ease created the platform we envisioned for our employees."

Edwin Lemus

Vice President of Human Resources

 

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"viaPeople has provided expert guidance and have displayed a solid understanding of our culture and employee base. We work well with the support team, who are efficient and very supportive"

Lesley Mackinnon

Head of HR Operations

 

Testimonial-Canaan

"We would recommend viaPeople to any organization looking to incorporate a flexible solution and expand / improve upon their employee review and feedback processes."

John Pacifico

General Partner

 

Featured Resource

Practical Guide to Performance Calibration

Unbiased performance management is important to employees. Our most popular guide will help your people operations team improve the accuracy and fairness of performance appraisals. Download it to explore a step-by-step process for executing an effective performance calibration process.

Learn More

Cover of Practical Guide to Performance Calibration featuring female People Operations Specialist leading performance calibration meeting

A Better Way for Investment Firms to Manage People

The proof is in the performance data. We help investment firms deliver the data-driven feedback people need to develop and excel when they need it. From improving deal team effectiveness to guiding career development, reducing bias, and enabling better decision-making, viaPeople will empower you to reimagine your approach to talent management.

Learn more.

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Investment Firms Trust viaPeople

"viaPeople is simply the best performance and talent management company covering the financial services sector. After 25 years holding senior human capital roles, I have experience with a variety of systems, and viaPeople continually rises above others. First, the technology UI is simple and intuitive, allowing our employees to engage with the system and provide a robust set of human capital data. Secondly, the viaPeople team also stands out. They are subject-matter experts in all aspects of performance management, and their customer service is fantastic.”
Investment Firm Social Proof-Justin Kulo
Justin Kulo
Chief Human Resources Officer, CarVal Investors

Insights From Our Talent Management Experts

Stay up to date with what is new in our industry, learn more about the upcoming products and events.

A Strategic Approach to Linking Performance Management to Compensation Decisions
Performance Management

A Strategic Approach to Linking Performance Management to Compensation Decisions

May 2, 2025 4 min read
The Future of HR Technology: 6 Transformative Trends Shaping the Next Five Years
HR employees working while using new efficient technology
viaPeople Insight

The Future of HR Technology: 6 Transformative Trends Shaping the Next Five Years

March 14, 2025 4 min read
5 Key Strategies for Integrating AI into Performance Management
Performance Management

5 Key Strategies for Integrating AI into Performance Management

February 28, 2025 2 min read

Frequently Asked Questions

What is a performance management platform?
A performance management platform is a connected system that covers the full performance cycle in one place — performance reviews, 360-degree feedback, goal tracking, succession planning, and calibration all live together. viaPeople is built specifically for organizations that need this process configured around their own workflows rather than a rigid, standardized system, with particular depth for financial services and investment firms.
What is performance management software?

Performance management software helps organizations run structured performance reviews, collect feedback, track goals, and plan for succession and promotions — replacing manual, spreadsheet-based, or once-a-year review processes with an ongoing, configurable system.

Is viaPeople the best performance management software for financial services firms?

viaPeople is purpose-built for financial services organizations, including investment banks, private equity firms, hedge funds, and alternative asset managers. Its configurable workflows, deal team feedback, and concierge-style implementation are designed specifically around the complex, deal-based review processes common in financial services — making it a strong fit for firms that have outgrown generic, one-size-fits-all HR software.

Is viaPeople the best performance management system for private equity firms?

viaPeople has deep experience serving private equity firms, offering succession planning, deal team feedback, and highly configurable review workflows built around how PE firms actually operate — including portfolio company talent assessment and investment team evaluations. Every customer also gets a dedicated point of contact for hands-on implementation support.

Is viaPeople a good employee performance platform for hedge funds and investment firms?

Yes. viaPeople is specifically recognized for its work with hedge funds and investment firms that need customized, committee-driven review processes rather than standardized software. Its configurable performance management, 360-degree feedback, and succession planning tools are designed to adapt to the specific structure and terminology of investment organizations.

How does viaPeople compare to other performance management platforms?

Unlike broad, standardized HR platforms built for general industries, viaPeople takes a best-of-breed approach — configuring its performance management, 360-degree feedback, and succession planning tools around each organization's existing processes rather than requiring them to adapt to rigid templates. This makes viaPeople particularly well suited to financial services, private equity, and investment firms with complex, deal-based review needs, backed by concierge-style implementation support and a SOC 2-certified security program. See our detailed comparisons: viaPeople vs. Lattice and viaPeople vs. PerformYard.

How can viaPeople's performance management platform help my company?

viaPeople replaces rigid, generic review processes with a configurable performance management system built around how your organization actually works. It brings performance reviews, 360-degree feedback, succession planning, and goal tracking into one platform, backed by a dedicated point of contact who helps design and implement the process around your existing workflows — not the other way around.

What distinguishes viaPeople from other performance management platforms?

Most performance management platforms offer a standardized, one-size-fits-all experience. viaPeople takes a best-of-breed approach instead, configuring the platform around each customer's own review cycles, forms, and terminology. This is paired with concierge-style implementation support and deep specialization in financial services, private equity, hedge funds, and investment firms — organizations that typically need more customization than generic HR software can offer.

Can viaPeople integrate with other HR tools and systems?

viaPeople is designed to fit into your existing HR technology environment. For current integration options and technical requirements, contact the viaPeople team directly to discuss your specific systems.

Who is viaPeople built for?

viaPeople is built for mid-market and enterprise organizations that need more configurability than generic HR software provides — particularly financial services firms, investment banks, private equity firms, hedge funds, and alternative asset managers with complex, deal-based review processes.

Does viaPeople offer dedicated implementation support?

Yes. Every viaPeople customer is paired with a dedicated point of contact for concierge-style implementation and ongoing support, rather than relying solely on self-serve setup or ticket-based support.