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Unify portfolio data, advisory workflows, governance controls, and digital client experiences with a single cloud-native system. Performativ redefines how wealth organizations operate, setting a new standard for clarity, control, and scale.
The Operating System Powering Tomorrow’s Wealth Management
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€80B+
Client AUM
1,500+
Advisors on Platform
100%
EU Data Residency
ESTABLISH A SINGLE SOURCE OF TRUTH
Unifying the Core of Wealth Management
Performativ modernizes portfolio management, compliance, reporting, and client engagement within a structured operating framework. Replace fragmented systems with a unified, cloud-native platform built for multi-entity structures, regulatory oversight, and institutional-scale complexity.
EMBED AI INTO CORE WORKFLOWS
AI-Native Workflows and Agentic Execution
Performativ enables wealth organizations to integrate AI and agentic capabilities directly into their operating model. Built as an AI-native platform, data, workflows, and permissions are structured so both humans and agents can operate within the same controlled, auditable, and compliant environment.
BUILD OPERATIONS FOR GROWTH
Scale Without Increasing Headcount
Growth introduces complexity. Performativ helps firms manage it with clarity and control, expanding clients, mandates, and channels in one system while increasing capacity per employee. Run operations on Performativ to reduce fragmented tools and manual work, driving improved margins as you scale.
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EXECUTE WITH STRUCTURE AND CONTROL
Investment Management and Trading Capabilities
Run discretionary, advisory, and model-driven mandates within a controlled multi-custodian environment. Performativ brings structure to trading, analytics, rebalancing, and reporting, enabling precision, transparency, and disciplined investment execution at scale.
DELIVER A CONSISTENT DIGITAL EXPERIENCE
A Modern Digital Experience
Bring advisor and client channels together within one digital system. Performativ combines portfolio visibility, secure communication, and structured access management across web, mobile, and tablet environments.
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Connected Across Custodians and Core Systems
Performativ integrates with custodians, market data providers, onboarding solutions, and internal banking systems through structured APIs and a scalable integration framework. Through our Partnership Program, we enable selected providers to access and deliver their solutions directly to wealth organizations using our platform.
A Selection of Our Custodian Partners
PROTECT OPERATIONS AND CLIENT DATA
Security and Control Frameworks
Security, access governance, and auditability are embedded into the platform architecture to support regulatory expectations and enterprise risk standards.
EU Data Residency & Regulatory Alignment
Operate on infrastructure with EU data residency, aligned with European regulatory and audit requirements.
Role-Based Permissions & Immutable Logs
Control access across roles, entities, and regions with precisely defined permissions and complete system-wide audit trails.
WHO WE SERVE
Built for Wealth Organizations of Every Size
Performativ supports independent wealth firms and institutions seeking to modernize operating models, reinforce governance, and deliver modern digital wealth services across complex investment environments.
Wealth Managers
Operate discretionary and advisory mandates across custodians with embedded compliance controls, scalable reporting, automated rebalancing, and a premium digital client experience.
Asset Managers
Centralize model portfolios, execution workflows, performance analytics, and investor reporting within a disciplined and auditable operating environment.
Alternative Asset Managers
Manage private markets, fund structures, and complex investment vehicles within a unified platform, with full transparency across performance, exposure, and investor reporting.
Investment Advisors
Structure advice, document recommendations, manage approvals, and execute trades within controlled mandates supported by suitability checks and complete audit trails.
Financial Institutions
Modernize legacy wealth architectures, consolidate multi-domain data, and standardize advisory and investment processes across branches, entities, and distribution channels with full governance and oversight.
Private Banks
Streamline wealth operations across advisory, execution, and client servicing by bringing data, workflows, and reporting together across teams, regions, and client segments.
Multi-Family Offices
Consolidate complex family structures, private assets, and multi-entity portfolios into one secure platform with flexible reporting and permissioned collaboration.
"Performativ can deliver 'the dream,’ which, for an independent wealth manager, is integrating all technological capabilities into one system."
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Our Clients Manage Over
€
80
Billion
Wealth organizations rely on Performativ to modernize operations, reinforce governance, and deliver digital wealth services at scale.
Transform How Your Wealth Firm Operates
Explore how Performativ unifies data, workflows, and digital experience within a scalable, cloud-native system built for tomorrow’s wealth management.
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Jesper Kirstein
Founder and former CEO, Kirstein A/S
Jacob Dahl
Senior Partner Emeritus, McKindey & Company
Christian Lindval
Global Commercial Director, Performative
