From Spreadsheets to Scale: How Aktiv Invest Partner Boosted Advisory Efficiency with Performativ

The Operating Model Had Become a Growth Barrier

Aktiv Invest Partner P/S is a Denmark-based wealth manager founded by Lars Hesselberg, an experienced financial professional with a clear vision: to offer high-quality investment advice with minimal operational friction.

As the business expanded and regulatory demands increased, the company faced growing administrative complexity, prompting a strategic search for a new portfolio management solution.

“A growing business and increasing regulatory requirements created a heavier administrative burden,” says Lars Hesselberg, CEO & Founder of Aktiv Invest Partner. “To me, an effective portfolio management system was the answer to drive operational efficiency and make more room for what really matters: advising clients on their investments.”

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From Spreadsheets to Smart Infrastructure

Before adopting the Performativ portfolio management system, Aktiv Invest Partner operated entirely from spreadsheets, a setup that had worked up until that point but now began to constrain growth. “I found myself spending too much time on administrative tasks and system maintenance rather than client advisory,” Hesselberg explains. “This was holding the business back.”

The search for a technology partner ended when Hesselberg was contacted by the Performativ team. While Performativ was initially unfamiliar, its capabilities soon stood out.

“The automatic bank feed integration was a major deciding factor,” Hesselberg recalls. "But what truly differentiated Performativ was its ability to tailor the platform to handle specific administrative workflows. That customization has been a game-changer.”

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Flexible Design, Tangible Results

With no previous portfolio management system in place, Aktiv Invest Partner set out to radically improve efficiency and gain a centralized overview of client assets and risk exposure. Performativ’s flexibility made it possible to develop bespoke features tailored specifically to the firm’s operating model.

One of the earliest and most impactful milestones was the integration of Aktiv Invest Partner’s own risk calculation model directly into the platform.

“That gave me a faster, consolidated view of portfolio risk and saved a tremendous amount of time,” says Hesselberg.

Even more significant gains have been realized in the calculation of annual investment costs for clients. What once required approximately 80 hours of manual work has already been reduced to just 20 hours, with further improvements in sight.

“With the ongoing enhancements Performativ is making to the platform, I expect the time required to drop to just 2-3 hours annually. Even now, we’re making strong progress toward that goal,” says Hesselberg.

Despite the inherent complexity of onboarding, especially given that Aktiv Invest Partner’s clients were spread across several smaller banks reluctant to facilitate integration, the project has already delivered substantial value. From the moment the first client data was synced with the Performativ platform, benefits began to materialize.

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Consolidated Oversight and Strategic Growth

Today, Performativ enables Aktiv Invest Partner to manage client portfolios and assess risk more efficiently - an advancement that has transformed day-to-day operations. “Having a consolidated overview of each client's portfolio and risk profile has made client management much easier,” says Hesselberg.

Looking ahead, Aktiv Invest Partner sees Performativ as a critical enabler of future growth. “I expect Performativ to be a cornerstone of our continued expansion,” he adds. “The platform’s ongoing development opens up new areas of value for my business. With Performativ, I can offer clients highly competitive, sophisticated solutions that meet their evolving needs.”

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A Clear Recommendation

When asked whether he would recommend Performativ to other wealth managers, Hesselberg doesn’t hesitate. “Absolutely. Performativ makes a huge difference in my business, and others should benefit from that too.”