Modern wealth management software for UK firms ready to scale.
Performativ brings portfolio management, client reporting, reconciliation and oversight into one connected platform - built for UK and European wealth firms evaluating modern operating software.
€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
Trusted by leading european wealth managers
For UK firms replacing
manual portfolio operations.
Do reports take hours and clients still don't understand them?
Performativ solves this
Automated, white-labelled reports from one data model.
Are your portfolios drifting before you notice?
Performativ solves this
Deviation alerts the moment a portfolio moves off-strategy.
Is manual reconciliation eating your team's week?
Performativ solves this
All custodians aggregated and reconciled automatically.
Questions we hear most from UK firms evaluating Performativ.
Performativ integrates with a wide range of custodians and data providers across Europe. During evaluation, we'll review your UK and international custodian setup and confirm integration options as part of onboarding.
Yes. Our clients range from €50M to €5B+ AUM, and pricing is proportional to AUM. Boutique wealth managers, DFMs and advisory firms often see the most value, since manual reporting and reconciliation cost them disproportionately more time.
Timelines vary depending on your firm's requirements, integrations and reporting setup. You'll work with a dedicated specialist throughout onboarding, custodian connections, data validation and report configuration.
Yes - every report is fully white-labelled with your firm's logo, colours and format. You control the template, layout and delivery schedule.
Data is hosted on AWS in European and Swiss data centres, depending on client requirements. All data is encrypted both in transit and at rest, supporting GDPR, UK GDPR expectations and regional residency needs.
Reports that come from the same data your team works with.
Reports are generated from the same data your advisors see - no reconciliation, no manual updates, no version confusion.
Automated & on-demand reporting - scheduled or triggered, no manual assembly
Customisable dashboards - role-based views for advisors, ops and clients
Client portal & mobile app - portfolio access on any device
Every portfolio, tracked against strategy.
Deviations surface automatically in your dashboard - before anyone else sees them, including your client.
Deviation alerts - the moment a portfolio drifts from its model
Strategy vs. actual - side-by-side comparison across all accounts
Rebalancing & order management - act directly from the dashboard
One trusted source of portfolio data.
Performativ connects to all your custodians and normalises their data into one consistent, reconciled model.
Structured data normalisation - one model regardless of source format
Automatic reconciliation - discrepancies flagged before you see the data
Full audit trail - every data point traceable to its source
What wealth 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
See how it could work for your wealth firm- in 15 Minutes
No preparation needed. We'll tailor the walkthrough to your firm's size, custodians, reporting workflows and client experience.
Connected to your Custodians
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.
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
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