Clear Reports. Better Client Conversations.
Performativ turns complex portfolio data into reports your clients actually understand, so every review becomes a conversation, not a presentation. Step into each client meeting with confidence.
€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
If you manage portfolios for multiple clients, you know this feeling.
Most wealth managers we are in contact with face these pains every week. See how Performativ solves them.
Reports take hours to prepare, and clients still don't understand them
Pulling data manually from multiple custodians, cross-referencing in spreadsheets, hunting errors before meetings. Time that belongs to your clients.
Performativ solves this
Automated, white-labelled reports delivered on schedule, in a format clients actually understand. Set it up once, let Performativ handle the rest.
Customizable Dashboards: Configure role-based dashboards for advisors, operations, and clients.
Regulatory Reporting Frameworks: Support MiFID and other regulatory disclosures with consistent, audit-ready outputs.
Automated Reporting & Client Communication: Streamline reporting and client communication in one secure environment.
Portfolios drift before you notice
By the time you spot a drift it's already affecting performance. And the client conversation that follows is harder than it should be.
Performativ solves this
Portfolio vs. strategy tracking with automatic deviation alerts. You see it the moment it happens.
Performance & benchmarking: analyze returns vs. strategy consistently.
Risk & exposure analysis: monitor concentration in real time.
Rebalancing & order management: act directly on deviations.
Manual reconciliation steals hours your team should spend with clients
Preparation eats time that belongs in the client relationship. And when clients see the report, they often don't understand it.
Performativ solves this
Automated multi-custodian reconciliation: all your data pulled, normalized, and reconciled in one view, automatically.
Custodian & Broker Integrations: Connect to a global network of custodians and brokers through standardized integrations.
Structured Data Aggregation: Normalize and reconcile data across sources into one consistent data model.
Support for Complex Assets: Manage public and private assets, including private equity, real estate, and bespoke investments.
Free download · No sales call · No commitment
The Advisor's Guide to Client Reporting That Actually Works.
Good reporting doesn't just inform clients. It shapes how they feel about their advisor between meetings. Here's what that looks like in practice.
You already know what your clients ask for the most after reading a report. That's your redesign brief.
The best reporting conversation starts before the meeting. Not with a 20-page PDF.
Clients who understand their portfolio call less, stay longer, and refer more.
Reports your clients actually understand.
Automated, white-labelled reports that deliver themselves on schedule. Set it up once - Performativ handles generation, delivery, and client access. Every review starts with a client who is already informed.
Automated & on-demand reporting - scheduled or triggered, no manual assembly
Customizable dashboards - role-based views for advisors, operations, and clients
Regulatory reporting frameworks - MiFID and other disclosures, audit-ready
Integrated client communication - messaging and documents in one secure place
Spot deviations before they reach your clients.
Real-time tracking of every portfolio against its strategy. When something drifts, you see it immediately - not at the next monthly review. Walk into every meeting already prepared.
Performance & benchmarking - analyze returns vs. strategy consistently
Risk & exposure analysis - monitor concentration in real time
Live deviation alerts - the moment a portfolio drifts from its model
Rebalancing & order management - act directly on deviations
All your custodians. One reconcilrd view.
Stop pulling data manually. Performativ connects to all your custodians, normalizes the data, and reconciles it into one consistent model - automatically, every day. So reporting starts from data you can trust.
Custodian & broker integrations - connect a global network through standardized integrations
Structured data aggregation - normalize and reconcile into one consistent model
Support for complex assets - private equity, real estate, and bespoke investments
Full audit trail - every data point traceable to its source
See It in Action.
A 30-minute walkthrough - no commitment, no preparation needed.
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 It for Yourself?
30 minutes. No preparation. We'll show you exactly how Performativ works for a firm like yours, including the reporting, the dashboard, and the client view.
Live demo of client reporting, portfolio overview, and reconciliation
We'll tailor the walkthrough to your firm's size and custodians
Q&A with our specialist: William Metcalfe
No obligation, no hard sell, ever - we believe in the power of conversation
€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.
Yes. You can change your tier at any time. Changes take effect from the next billing cycle.
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, recurringly
100%
100% EU Data Residency
EU Data Residency