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From Vision to Measurable Impact
In 2024, Valuedge partnered with Performativ to consolidate portfolio management, CRM, reporting, invoicing, and its client app into one unified platform.
At the time, Renco van Schie, Partner & Chief Investment Officer of Valuedge, described the wealth management system as “the backbone of our company.” The ambition was clear: spend more time on allocation decisions and client communication, and less time managing fragmented technology.
Two years later, that ambition has long turned into measurable results.
Valuedge is no longer in transition. The system is fully embedded in daily operations. Reporting is streamlined. Client feedback has improved. And perhaps most importantly, the firm grew 20% last year without increasing headcount.
Looking back, Renco sees the decision to consolidate systems as one of the most important operational moves the firm has made.
“We’re doing what we envisioned when we started working with Performativ two years ago.”
A Fragmented Tech Stack
Before moving to Performativ, Valuedge operated across several disconnected systems.
The firm had:
- A separate portfolio management system
- A different CRM
- A standalone reporting and invoicing solution
- A proprietary client app
Each tool served a purpose, but together they created friction.
Preparing for client meetings meant gathering information from multiple places. Reporting required generating documents in one system, transferring them to another, and then distributing them to clients. Extracting management or regulatory data involved piecing together information from different platforms.
“There were many steps in between,” Renco explains. “Now, those steps have been shortened dramatically.”
The administrative burden was significant.
“What we now do within an hour used to take six to eight hours, especially reporting and invoicing.”
For a firm focused on high-touch wealth management, that imbalance between advisory time and operational work became increasingly difficult to justify.
A Decisive Migration
Valuedge migrated all client accounts to Performativ at once, running the legacy setup in parallel for approximately three months.
The goal was not just to implement a new system, but to validate that it could fully replace the old infrastructure.
Within the first two months, the conclusion was clear.
“Performativ was much better. After that, we cut off the old platforms and never looked back.”
What began as a digitalization initiative has since become a structural advantage.
Where the Biggest Gains Show Up
Faster Reporting and Invoicing
The most immediate time savings appeared in administration.
Reporting and invoicing can now be generated and delivered directly through the platform and into the client app. Manual handovers between systems have disappeared.
For Renco and his team, this has fundamentally changed capacity.
Instead of spending time coordinating systems, the team can now focus more on advisory work, portfolio construction, and client communication. The activities that ultimately drive growth.
Accessibility Without Restrictions
Some legacy systems had access limitations, including IP restrictions that limited flexibility.
Today, the Valuedge team can access Performativ from anywhere and present live data during meetings.
“When we sit with a client behind the screen, we can log in and show everything we want to show in the system.”
This flexibility supports both efficiency and professionalism in client interactions.
Simplified Regulatory and Management Reporting
Beyond client-facing workflows, internal data management has improved significantly.
Aggregated and detailed data can now be extracted quickly for management reporting and regulatory purposes. Previously, this required assembling information from multiple sources.
The result is greater control, faster turnaround, and reduced operational risk.
A Client Experience That Scales
Valuedge originally built its own client app in 2012 and continuously improved it over time. However, feedback persisted.
Clients wanted:
- The ability to choose flexible performance periods
- Clearer handling of multiple accounts and risk profiles
- Aggregated and individual portfolio views
- Better document accessibility
With Performativ fully integrated, these needs have been addressed.
A client with multiple accounts can now view portfolios aggregated or separately, analyze performance year-to-date or since inception, and access reports, invoices, and publications directly within the app.
“All the feedback we got before was solved,” Renco says. “And frankly, we haven’t had any negative feedback on the client app in the last one and a half to two years.”
Valuedge serves a diverse client base, with an average age around 55, significantly younger than the traditional wealth management average. Some clients actively engage with performance data and analytics, while others prefer quarterly conversations.
The platform supports both. The level of complexity can be tailored to each client without requiring different operational systems behind the scenes.
Measurable Outcomes: 20% Productivity Gains
After completing the 2025 financial year, the impact became measurable.
Valuedge grew approximately 20% while maintaining the same team size.
“That tells me the productivity gain is at least 20%.”
Looking ahead, Renco expects similar growth in 2026 and believes the firm can achieve it without adding headcount.
As system adoption deepens and workflows continue to improve, Valuedge sees clear scalability.
In a five-year horizon, the firm believes it can double or even triple in size, supported by the ability to serve more clients per advisor than what was historically possible.
A Partnership Rather Than a Vendor Relationship
For Renco, the relationship with Performativ extends beyond software functionality.
Instead of a traditional help desk model, Valuedge works with multiple specialists across different aspects of the platform.
“It’s not case by case. It’s a relationship where Performativ helps us solve problems, and together we make the product and our service better every day.”
This collaborative approach reinforces the long-term nature of the partnership and supports continuous development on both sides.
Features That Matter Day-to-Day
Across the Valuedge team, several features on the Performativ platform stand out.
Customizable dashboards allow advisors to create widgets tailored to daily priorities. One simple but appreciated example is a birthday widget, prompting advisors to reach out to clients at the right moment and strengthen relationships.
On the investment side, Renco values being able to:
- Move seamlessly between model portfolios
- Review performance and contribution across ETFs and active funds
- Monitor inflows and outflows
- Execute reporting and invoicing quickly
“I probably use most of the extensive features the platform provides, and I use them broadly every day.”
Advice to Wealth Managers Considering Switching Systems
Reflecting on the decision, Renco offers straightforward advice.
“If you have doubts that your current setup is right for the next three to five years, don’t postpone. You may have some short-term pain during migration, but the long-term gain is significant.”
By acting decisively rather than hesitating, Valuedge believes it has created a competitive advantage in the Dutch wealth management market.
“We’re happy we didn’t hesitate. Compared to competitors, we’ve created an advantage by moving to this system.”
Two Years In, the Value Is Clear
Two years in, Performativ has been fully embedded in Valuedge’s operations for quite some time. Administrative workflows have been dramatically reduced. Client feedback has improved. Productivity has increased by at least 20%. And the firm is scaling without proportional increases in cost or complexity.
For Valuedge, consolidating systems was not simply a technology decision.
It was a strategic move that reshaped the foundation of the business and positioned the firm for sustained growth.
