Stop switching between systems. Bring Your Workflows Together in One Place.
Performativ replaces the patchwork of reporting tools, spreadsheets, and trading portals your team works around every day - with one system where everything connects. Less switching. More advising.
€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
The system problem no one talks about - until it costs them a client.
Most wealth managers we speak to aren't struggling because of a lack of data. They're struggling because their data lives in too many places. Click each to see what that looks like in practice.
Your team spends more time navigating systems than serving clients
Trading portal. Reporting tool. Spreadsheet. CRM. Every task requires a different login, a different view, and a different export. The cost isn't visible in any one moment - it compounds across every single day.
Performativ solves this
One operating system for portfolio management, reporting, compliance, and client communication. Everything connected. No switching.
Advisor Portal: one workspace for everything your team does.
Integrated workflows: data flows between modules automatically.
Single sign: on across all functions and client views.
Data that lives in separate systems never fully agrees with each other
When your portfolio data, your reporting tool, and your custodian feeds are all separate, someone must reconcile them accurately, consistently. At the end of every month.
Performativ solves this
Multi-custodian data aggregation that normalizes everything into one consistent model. The data reconciles itself.
Custodian & broker integrations out of the box.
Structured data normalization across all sources.
Full audit trail: every data point, every day.
Fragmented systems produce fragmented client experiences
When reporting is disconnected from portfolio data and the client portal is separate, the gaps show. Clients notice delayed updates, mismatched reports, or an unprepared advisor.
Performativ solves this
A white-labelled client portal and mobile app that pulls from the same data your advisors see. One truth, everywhere.
Client portal & mobile app: portfolios on any device.
Automated reporting delivered to clients on schedule.
White-labelled across all channels: your brand, not ours.
Free guide · No sales call · No commitment
The Advisor's Guide to Running One Firm on One System
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.
Why adding a better reporting tool to a fragmented stack rarely fixes the underlying problem
The hidden cost most firms never calculate what system-switching actually costs per advisor per week
What the move to one platform looks like in practice - without disrupting what's already working
Stop switching between systems.
Performativ brings portfolio management, reporting, compliance, and client communication into one connected operating system. Your advisors stop context-switching. Your data stops being reconciled manually. Your clients stop experiencing the gaps.
Advisor Portal - One Workspace: portfolios, clients, reports, compliance
Data flows between modules automatically - no exports, no re-keying
Role-based access for advisors, operations, compliance, and clients
One login. One truth. Everything connected.
Every portfolio. One view. Always current.
A consolidated view of all holdings, performance, and exposures across every client and mandate. No more pulling from separate systems to answer a client's question. The answer is already there.
Consolidated portfolio data - holdings, transactions, and private assets in one model
Performance & benchmarking - consistent methodology across all clients
Risk & exposure analysis - concentration and compliance
Rebalancing & order management - act directly from the same screen
Reporting that comes from the same data your team works with.
When reporting is a separate tool, it's always one step behind. In Performativ, reports are generated from the same live data your advisors see - which means no reconciliation, no manual updates, and no version confusion.
Automated & on-demand reporting - scheduled or triggered, no manual work
Customizable templates - performance, cost, regulatory, in any format
Client portal & mobile app - clients see what advisors want them to see, on any device
White-labelled across all channels - your brand throughout
See what one system actually looks like for a firm like yours.
30-Minute Walkthrough - we'll show you the before and the after.
Trusted by Leading Wealth Managers
What wealth managers say after consolidating onto Performativ.
Renco van Schie
Partner & CIO, Valuedge
"With Performativ, we spend less time switching between systems and more time serving clients."
Platform Consolidation
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
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
Ready to see what one system looks like in practice?
30 minutes. No preparation needed. We'll walk you through how Performativ connects portfolio management, reporting, and client communication - and what that means for a team like yours.
Live demo of the platform - not just one feature
We'll map the walkthrough to your current systems and custodians
Q&A with your specialist - William Metcalfe
No obligation - no hard sell
€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.
Questions We Often Hear Before a Demo
No. Most firms start with the areas causing the most friction - usually data aggregation and reporting and expand from there. Performativ is designed to integrate alongside existing systems during transition, not force a big-bang replacement.
Implementation timelines vary depending on your firm's requirements, integrations, and reporting setup. Throughout the process, you'll work closely with a dedicated regional specialist, supported by our product and technical teams, who will guide onboarding, custodian connections, data validation, and report configuration. We stay in close contact throughout the implementation to ensure a smooth transition and successful go 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