Roemer Kamp & Partners Takes Client Experience and Operational Efficiency to the Next Level with Performativ

A Move Toward a More Modern, Digital Setup

Roemer Kamp & Partners is an asset management firm based in the Netherlands. Since 2008, they have grown almost entirely through referrals, which has placed enormous importance on trust, clear communication, and a client experience that feels simple, transparent, and personal. Their clients value clarity, stability, and a high level of service, which is why reporting and the digital client experience play such a central role in their operations.

With a client base that spans multiple age groups, the firm prioritizes solutions that are intuitive, easy to navigate, and visually clear. Every tool they use must support one goal: helping clients understand their portfolio without confusion or unnecessary complexity.

As the business continued to grow and their legacy systems became increasingly limiting, Roemer Kamp & Partners set out to modernize their operational setup and deliver a far more intuitive digital experience. A search that ultimately led them to Performativ.

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The Challenge

For many years, Roemer Kamp & Partners relied on spreadsheets and their bank’s trading platform as the primary systems to manage client portfolios. While the initial setup worked well, development stalled after the bank was acquired by another institution. Core upgrades never materialized. Innovation slowed. Communication challenges grew. And repeated due diligence cycles consumed significant time and energy.

Instead of focusing on client relationships and portfolio management, the team found themselves absorbed by KYC administration, platform-related confusion, and daily operational issues that demanded constant attention.

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“Every day became a struggle. We were hassled by both the bank and our clients, and working became a chore instead of a passion.”

- Ernst Jansen, Roemer Kamp & Partners

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The turning point came when they migrated to a new brokerage. While the broker offered the professionalism and stability they wanted, they did not provide a portfolio management system (PMS). Roemer Kamp & Partners now needed a modern PMS that could integrate with the broker, support a smooth client experience, and, importantly, maintain access to Dutch bank accounts. This requirement immediately ruled out several other international PMS and brokerage combinations. The decision carried real weight, as choosing the wrong system could disrupt both operations and client relationships.

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Evaluating the Market

The team conducted a thorough review of PMS solutions. Most platforms were designed only for larger institutions, were too rigid for their needs, or came with high costs that did not match the firm’s size. Others lacked the simplicity and clarity their clients valued.

The search changed direction when the broker recommended Performativ as a PMS. Roemer Kamp & Partners evaluated the system and quickly saw a combination of functional depth, intuitive design, and flexibility they had not found elsewhere.

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“We checked every possible solution. Performativ was the first that really matched what we needed.”

- Ernst Jansen, Roemer Kamp & Partners

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The alignment between Performativ and our broker was another major factor. The partnership ensured a smooth operational setup and, crucially, made it possible to offer Dutch bank accounts while transitioning to a modern PMS, addressing a key expectation among their clients.

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Why Roemer Kamp & Partners Chose Performativ

Roemer Kamp & Partners highlighted six core reasons that ultimately made Performativ the strongest fit:

1. A Modern and Intuitive Client Experience

Performativ allows the firm to tailor dashboards to each client, offering both simple and advanced portfolio views depending on individual preferences. This ensures clients see exactly what matters to them without complexity.

“Performativ is simple but complex. The client view is incredibly easy, but the backend is powerful.”

- Ernst Jansen, Roemer Kamp & Partners

2. Flexibility That Adapts to Their Way of Working

Unlike rigid legacy systems, Performativ gives advisors full control over layouts, data views, and reporting. They can customize the platform to match their clients’ needs rather than forcing clients into rigid templates.

3. Alignment with How Clients Access Their Portfolios

Many of their clients use iPads or smartphones to access their portfolios and Performativ delivers a consistent, accessible experience across all devices. Something their previous systems were never designed for.

4. Backed by Their Brokerage Partner

Their broker’s endorsement of Performativ reduced complexity and lowered transition risk. The combined setup gave the firm confidence that both brokerage and PMS would work seamlessly together.

5. Exceptional Onboarding and Ongoing Support

The Performativ onboarding team provided hands-on guidance throughout the transition, which made the shift from a legacy system setup significantly easier.

“The help we received during onboarding was exceptional. The team was always there for us.”

- Ernst Jansen, Roemer Kamp & Partners

6. Ability to Maintain Dutch Client Bank Accounts

This was a decisive requirement. Several PMS and broker combinations did not offer this, which the firm considered unacceptable. With Performativ and their new broker, they could keep everything in the Netherlands while still modernizing their technology stack.

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Implementation and Early Impact

After selecting Performativ, Roemer Kamp & Partners began the transition toward a more modern and efficient way of working. The early results already show clear improvements for both clients and the team:

• A Clearer Reporting Experience for Clients: Performativ allows the firm to provide clean, intuitive, and visually clear reporting that enhances portfolio conversations and reduces confusion.
• Greater Internal Efficiency and Control: The team is increasingly using Performativ as their primary daily workspace. With more data available in one place, fewer manual processes, and a far better interface, operational efficiency has improved significantly.
• A Future-Ready Foundation for the Entire Firm: Although still transitioning fully away from their old habits of running the firm, they see Performativ becoming their single operational hub within the coming year. The combination of flexibility, accessibility, and ongoing development gives them confidence in long-term scalability.

Together, these improvements signal a significant step toward a more scalable and modern operating model.

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The Road Ahead: Confidence, Growth, and Continued Collaboration

Roemer Kamp & Partners now operates with a modern, flexible, and scalable portfolio management setup that aligns with their service philosophy. Clients benefit from clearer digital insights, while the team benefits from streamlined workflows, improved data accessibility, and an evolving platform built for the future.

Ernst encourages other firms to embrace the change rather than overthink it:

“At some point, you have to take the leap. Talk to the people you trust, look closely at what fits your working style, and do not overthink it. Performativ is one of the best systems I have seen.”

- Ernst Jansen, Roemer Kamp & Partners

He concludes with a clear perspective on the value Performativ brings:

“Performativ simply fits. It gives us flexibility, clarity, and a better experience for our clients. It is the right foundation for the future.”

- Ernst Jansen, Roemer Kamp & Partners

Roemer Kamp & Partners’ experience demonstrates how the right PMS can reshape both client experience and daily operations, and why Performativ is becoming the preferred choice for forward-thinking asset managers.