One trusted source of portfolio data. So you can report with confidence - every time.
Performativ consolidates portfolio data from all your custodians into one reliable, reconciled view - automatically. No more hunting for discrepancies. No more second-guessing the numbers before a client meeting.
€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
Unreliable custodian data is the most expensive problem no one budgets for.
It doesn't show up as a line item. It shows up as time, errors, and client conversations you weren't fully prepared for. See how Performativ Resolves It.
You can not fully trust the data that you’re showing to clients
When portfolio data comes from multiple custodians in different formats, through different feeds, reconciled at different times - at some point you stop being certain. And that uncertainty is exactly the wrong thing to carry into a client conversation.
Performativ solves this
One structured data model that normalises and reconciles data from all your custodians automatically. You see one number. It's the right number.
Structured data aggregation: one consistent model across all sources.
Automatic reconciliation: discrepancies flagged before you see the data.
Full audit trail: every data point traced back to its source.
Your most experienced people spend Monday reconciling, not advising
Pulling feeds from each custodian, cross-referencing formats, finding and fixing discrepancies. It's repetitive, high-stakes work that your senior advisors and ops team absorb every single week - time that cannot be spent on clients.
Performativ solves this
Automated multi-custodian reconciliation that runs before your team starts work. By the time your advisors open their dashboards, the data is already clean.
Custodian & broker integrations: connect all sources automatically.
Normalisation across formats: no manual translation between feeds.
Exception flagging: only genuine discrepancies need human review.
Report preparation takes longer than it should - because you verify everything twice
When you don't fully rust your data source, you check it. Then your colleague's version. Then the custodian's portal. This isn't inefficiency - it's a rational response to unreliable data. The fix isn't a better process. It's a better data foundation.
Performativ solves this
Reporting built on reconciled data. When the data foundation is reliable, you stop double-checking - because you don't need to.
Automated & on: demand reporting from the same data model.
Customisable dashboards: performance, cost, regulatory in one view.
Client portal with access: no manual updates.
Free guide · No sales call · No commitment
The Advisor's Guide to Portfolio Data You Can Actually Trust
The advisors we work with across Europe don't have a data volume problem. They have a data reliability problem. This guide is about what those costs in practice - and what the firms that resolved it actually changed.
Why reconciling data from multiple custodians will always produce errors - and the one structural change that eliminates them
The hidden cost most firms never calculate: what data second-guessing costs per advisor per week
What 'one trusted source' looks like in practice across a multi-custodian firm - without switching custodians
One trusted source of portfolio data.
Performativ connects to all your custodians and normalizes their data into one consistent, structured model. Not a copy of each feed sitting side by side - one reconciled view, built from all of them. The data your advisors see is the same data your reports are built on.
Structured data normalization - one consistent model regardless of source format
Automatic reconciliation - discrepancies flagged before advisors see the data
Support for complex assets - public, private, and bespoke investments in one model
The reconciliation that used to take Monday morning - done before you arrive.
Manual data reconciliation is high-stakes, repetitive work that absorbs your most experienced people at the start of every week. Performativ automates the entire process - from custodian feed ingestion to exception flagging - so your team starts every day with clean data, not a to-do list.
Workflow automation across the full data lifecycle - ingestion, normalization, reconciliation
Alerts & monitoring - compliance triggers, data anomalies, and exceptions flagged automatically
AI-driven workflows - model-driven automation within controlled environments
Audit trail - every automated action logged, traceable, and audit-ready
When the data is reliable, reporting becomes simple.
Reporting friction is almost always a data problem in disguise. When Performativ's data model is your foundation, reports are generated from the same reconciled source your advisors work with. No version conflicts. No manual updates. No pre-meeting data checks.
Automated & on-demand reporting - performance, cost, and regulatory in one workflow
Flexible templates - scheduled delivery or on-demand, per client preference
Client portal & mobile app - portfolio access on any device
Regulatory reporting frameworks - MiFID and audit-ready outputs
Understand how Performativ Connects to Your Custodians - in 30 minutes.
We'll map your custodian setup and show you exactly what a clean, consolidated data view looks like for a firm like yours.
Trusted by Leading Wealth Managers
What Wealth Managers Say about Trusting Their Data Again.
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
Ernst Jansen
Roemer Kamp & Partners
"Performativ makes portfolio reporting easier for our clients to understand."
Client Reporting
Read the case study
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 Your Custodians Connected in One View?
30 minutes. No preparation needed. We'll show you how Performativ connects to custodians, what the reconciled data view looks like, and how your reporting changes as a result.
Live demo mapped to custodian setup - not a generic product tour
We'll show reconciliation, reporting, and portfolio management in sequence
Q&A with your specialist - William Metcalfe
€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 Hear Before Custodian Data Conversation.
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.
Our integrations team handles feed changes as part of the service. When a custodian updates their format or API, we update the integration. Your data keeps flowing.
Data is hosted on AWS in European and Swiss data centres, depending on client requirements. We support regional data residency needs and ensure that all data is encrypted both in transit and at rest.
Where custodians provide historical data through their feeds, we ingest it. The availability of historical data varies by custodian - your specialist will clarify this for your specific setup during onboarding.
€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