What Would Your Team Do with More Time for Clients?
Lars Hesselberg at Aktiv Invest Partner did not set out to save 60 hours. He set out to stop doing the same manual tasks over and over again. Performativ automated them. 60 hours followed. Here is what that looks like in practice and how quickly it can happen for a firm like yours.
€100B+
€100B+ AUM on platform
AUM on Platform
1,500+
1,500+ Advisors across Europe
Advisors Across Europe
60hrs
60hrs Saved per firm, recurringly
Saved per Firm, recurrently
100%
100% EU Data Residency
EU Data Residency
€100B+ AUM on platform
1,500+ Advisors across Europe
60hrs Saved per firm, recurringly
100% EU Data Residency
Connected to your Custodians
Aktiv Invest did not plan to save 60 hours. They planned to stop doing three things manually.
Lars Hesselberg did not adopt Performativ simply to save time. He was looking to reduce the growing administrative burden that came with running a successful wealth management business, move beyond spreadsheet-based processes, and spend less time on system maintenance and operational tasks. The time savings were the result, not the goal. Here are three of the biggest changes.
Custodian reconciliation
Pulling portfolio data from multiple custodians, cross-referencing formats, fixing discrepancies before the week could start. Every Monday. Without exception.
Performativ solves this
Performativ connects to all custodians and reconciles data automatically. Lars's team starts Monday with clean, verified data already in the system.
Time saved on monthly custodian reconciliation
Reporting preparation
Many operational processes relied on manual spreadsheet workflows, making it difficult to maintain efficiency as the business grew and regulatory requirements increased.
Performativ solves this
Reports generated automatically from the same data advisors work with. Scheduled delivery or on demand. No manual assembly.
Time saved on monthly reporting preparation
Portfolio monitoring and rebalancing triggers
Checking each portfolio against its strategy model manually - a weekly task that scaled directly with the number of clients. Detecting deviations depended on the advisor remembering to look.
Performativ solves this
Performativ monitors strategy alignment and alerts when a portfolio drifts. Rebalancing is triggered directly from the alert. No separate check required.
Time saved per month across monitoring and rebalancing workflow
60+ hours. Returned to client work, business development, and the parts of the role that require a human.
Not ready to book a call yet? Start here.
The Advisor's Operations Audit: Finding Your Firm's 60 Hours
The operational changes that led to 60 hours saved at Aktiv Invest Partner are not unique to their firm. This guide maps the same workflow audit to any advisory practice.
The manual tasks that consume your Monday mornings - automated.
Reporting, reconciliation, rebalancing triggers, and client updates - the recurring operational work that your team absorbs every week. Performativ automates the entire cycle. The workflows stay the same. The manual work disappears. What comes back is time.
Workflow automation across the full lifecycle - onboarding, reporting, rebalancing, compliance.
Automated reporting - generated from data, delivered on schedule, zero manual assembly.
Alerts & monitoring - portfolio events and compliance triggers handled automatically.
AI-driven workflows - model-driven automation within controlled environments.
The Data that Once Took all of Monday Morning to Compile is Ready Before You Arrive.
Performativ connects to all your custodians, normalizes their data, and reconciles it automatically. No exports, no imports, no manual cross-referencing. Your team starts every day with clean, verified portfolio data already in the system.
Сustodians & broker integrations - connect all sources automatically
Structured data normalization - one consistent model across all custodians.
Automatic reconciliation - discrepancies flagged before your team sees the data.
Full audit trail - every data point traceable to its source.
Portfolio Monitoring that does Not Require YOU to Do the Monitoring.
Strategy alignment tracking across every portfolio. When something drifts, Performativ flags it. You act on the alert - directly from the same screen, connected to your custodians. No separate check. No separate workflow.
Deviation alerts - the moment a portfolio drifts from its model.
Strategy vs. actual comparison - across all accounts in one view.
Rebalancing & order management - act directly from the dashboard.
Performance & benchmarking - consistent methodology, automatically calculated.
Book a 30-Minute Walkthrough. We'll Show You Exactly Where They Are.
We map the Aktiv Invest Partner workflow changes to your firm's setup - custodians, book size, current tools. You leave the call knowing what is automatable and what the time saving looks like for you specifically.
Trusted by Leading European Wealth Managers
60 Hours is One Number. Here is What it Sounds Like Across Three Firms.
Lars Hesselberg
CEO & Founder, Aktiv Invest Partner P/S
"I've saved 60 hours of recurring admin work with Performativ."
Operational Efficiency
Read the case study
Anton Sørensen
Head of Investment Operations & Partner, TOBA Advice
"We no longer second-guess the data we show clients."
Data Accuracy
Watch the TOBA story
Renco van Schie
Partner & CIO, Valuedge
"With Performativ, we spend less time switching between systems and more time serving clients."
Operational Efficiency
Read the case study
Get 60 hours back.
30 minutes. We map the Aktiv Invest Partner workflow changes to your firm - custodians, book size, current tools - and show you exactly what time saving looks like for you.
Live demo of the automation, reconciliation, and oversight workflow
We'll calculate the time saving estimate for your specific setup
Q&A with your specialist - William Metcalfe
A consultative demo focused on your firm's needs, not a generic product presentation.
€100B+ AUM on platform
1,500+ Advisors across Europe
100% EU Data Residency
"I'll walk you through it personally - no slides, no script, just your setup on screen."
Book your walkthrough
Pick a slot.
The things people ask us before they become the next Aktiv Invest Partner.
The 60 hours is Lars' specific experience at Aktiv Invest Partner. The actual number at your firm depends on your book size, how many custodians you work with, and how much of your current workflow is manual. During the walkthrough, our team will map this into your setup and give you an honest estimate. Some firms save more. Smaller firms typically save 20-40 hours. Larger firms can save significantly more.
Less than most firms expect. Onboarding is managed entirely by your regional specialist. Your current custodian connections, data, and reporting templates are migrated - you do not start from scratch. Most teams are operationally independent within the first week of going live.
Performativ integrates with a wide range of custodians and data providers across Europe. During the evaluation process, we'll review your existing setup and discuss the available integration options. We work closely with our clients to ensure custodial data can be incorporated into the platform as part of the onboarding journey.
Yes. Our clients range from €50M to €5B+ AUM, and pricing is proportional to AUM. Many boutique firms see significant value from Performativ because they often spend considerable time on manual reporting, data consolidation, reconciliation, and client communication workflows. By automating these processes, smaller teams can operate more efficiently, deliver more professional client experience, and scale without needing to grow their operational headcount at the same pace.
Data is hosted on AWS in European and Swiss data centers, depending on client requirements. We support regional data residency needs and ensure that all data is encrypted both in transit and at rest.
€100B+
€100B+ AUM on platform
AUM on Platform
1,500+
1,500+ Advisors across Europe
Advisors Across Europe
60hrs
60hrs Saved per firm, recurringly
Saved per Firm, recurrently
100%
100% EU Data Residency
EU Data Residency