Spot portfolio deviations before they reach your clients.
Performativ gives you a view of every portfolio tracked against its strategy - so deviations surface in your dashboard, not in a client meeting. Walk into every review already prepared.
€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, recurringly
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 deviation you didn't see is the one that defines the next client meeting.
Portfolio drift is not a rare event. In any active book of business, it is constant. The question is whether you see it first - or your client does. Click each to see how Performativ changes that.
You find out a portfolio drifted from its strategy when you prepare for the meeting - not before
Monitoring portfolio alignment across a full book of clients manually is not scalable. Checking each portfolio against its strategy requires time your team does not have between reviews - so drift accumulates until it becomes visible. Often in front of the client.
Performativ solves this
Strategy alignment tracking across every portfolio. Performativ flags deviations the moment they occur - so you act before the meeting, not during it.
Deviation alerts: when a portfolio drifts from its strategy model.
Model portfolio vs. actual portfolio comparison: identify misalignment across all accounts in one place.
Drill down from portfolio: evel insights to individual holdings without leaving the dashboard.
Spotting a deviation and acting on it are still two separate workflows
Even when an advisor identifies a portfolio drifting from its strategy, executing the rebalance involves a separate workflow - often a separate system, a manual order, or a conversation with the custodian. The gap between insight and action is where errors happen.
Performativ solves this
Deviation detection and rebalancing in the same workspace. When Performativ flags a drift, you can initiate the rebalance directly - no context-switching, no separate order system.
Rebalancing & order management: act directly from your dashboard.
Bulk rebalancing across multiple portfolios from one screen.
Direct custodian connectivity: orders routed without manual intervention.
A portfolio that drifted is a client conversation you were not fully prepared for
When performance deviates from strategy and the client notices before you do, the conversation shifts. You are no longer the advisor who proactively manages their portfolio - you are the one explaining what happened. That shift is hard to reverse.
Performativ solves this
When you are always informed, you are always prepared. Performativ's dashboards mean you walk into every meeting knowing whether each portfolio is aligned with its strategy - and why, if it isn't.
Performance & benchmarking: analyze returns vs. strategy consistently.
Risk & exposure analysis: monitor concentration and compliance.
Automated reporting from portfolio data: clients see what you see.
Free guide · No sales call · No commitment
The Advisor's Guide to Portfolio Oversight at Scale
The advisors we work with across Europe don't have a visibility problem with any single portfolio. They have visibility problems across all of them simultaneously. This guide explores how leading wealth management firms solved this challenge.
How to identify which of your current processes exist because your business needs them - and which exist because your system requires them.
The workflow audit most advisory firms have never done - and what it reveals about where operational time actually goes.
What the firms that scaled their book without scaling their headcount changed first - it is rarely the obvious answer.
Every portfolio. Tracked against strategy.
A view of all portfolios measured against their strategy - across every client, every mandate, every custodian. Deviations surface automatically. You see them in the dashboard before anyone else sees them, anywhere.
Deviation alerts - when a portfolio drifts from its model.
Strategy vs. actual - side-by - side comparison across all accounts.
Performance & benchmarking - consistent methodology across the full book.
Audit trails - every automated action logged, immutable, and audit-ready
From deviation detected to rebalance executed - without leaving the dashboard.
Seeing a deviation is step one. Acting on it is step two. In Performativ, both steps happen in the same workspace. When an oversight alert fires, the rebalancing tool is right there - connected to your custodians, ready to route the order.
Rebalancing directly from the oversight view - no context-switching
Bulk rebalancing - address multiple drifting portfolios in a single workflow
Direct custodian connectivity - orders routed without manual steps
Pre- and post-trade controls - compliance checks built into the execution workflow
Oversight only works when the underlying data is reliable.
A deviation alert is only useful if the data it is based on is current and accurate. Performativ pulls from all your custodians, normalizes the data, and reconciles it automatically - so the oversight view is built on a foundation you can trust.
Custodian & broker integrations - all sources feeding one data model
Automatic data normalization and reconciliation - clean before you look
Full audit trail - every data point traceable to its source
Support for complex assets - public, private, and bespoke in one view
See Your Portfolios Tracked Against Strategy - in 30 minutes.
We'll show you the oversight view, the deviation alert workflow, and the rebalancing tool for a book of business like yours.
Trusted by leading european wealth managers
What Whealth Managers Say After Switching to Performativ.
Tonny Elsberg
Co-Founder & Partner, TOBA Advice
“It's now easier to explain portfolio performance and investment decisions to our clients.”
Client Reporting
Watch the TOBA story
Ernst Jansen
Roemer Kamp & Partners
“Portfolio reporting is now clear and easy for our clients.”
Portfolio Oversight
Read the case study
Aktiv Invest advisor
CEO & Founder, Aktiv Invest Partner
“I've saved 60 hours of recurring admin work with Performativ.”
Reconciliation
Read the case study
Ready to see what your workflows look like when the system does the work?
30 minutes. No preparation needed. We'll map your current processes to the Performativ platform and show you exactly where manual work can be automated.
Live demo of the automation workflow - onboarding, reporting, rebalancing, compliance
We'll discuss your current manual processes and map them to platform features
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
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Questions we hear before every portfolio oversight conversation.
You define the strategy models in Performativ - asset class targets, ranges, and benchmarks. Once defined, the system tracks every portfolio against its assigned model. If your models are already documented elsewhere, your specialist will help migrate them during onboarding.
You configure the deviation thresholds. A 2% drift might matter for one mandate and be acceptable for another. Performativ lets you set alert parameters per portfolio or per strategy model - so you only receive alerts that are genuinely actionable.
Less than you'd expect. The Performativ interface is designed for advisors and operations staff - not just for system administrators. Our team stays available throughout.
Yes. The oversight view is built on aggregated, reconciled data from all your custodians. If a portfolio is split across two custodians, Performativ consolidates it before calculating strategy alignment. The oversight view is always whole - not custodian by custodian.
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. Data is hosted on AWS in European and Swiss data centers, depending on client requirements. We support regional data residency needs, and all data is encrypted both in transit and at rest. Access controls and authentication mechanisms are designed to help protect client information, while supporting the security and regulatory requirements of European wealth managers, including GDPR.
€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, recurringly
100%
100% EU Data Residency
EU Data Residency