Are your processes shaped by the limitations of your system? They don't have to be.
Performativ is built around the way wealth management actually works - not the other way around. Automated workflows, structured data, and a connected operating system that fits your process instead of constraining it.
€100B+
€100B+ AUM on platform
Client AUM
1,500+
1,500+ Advisors across Europe
Advisors with Automated Workflows
60H
60hrs Saved per firm, recurringly
Saved on recurring administrative work
100%
100% EU Data Residency
EU Data Residency
€100B+ AUM on platform
1,500+ Advisors across Europe
60 hours saved on recurring administrative work
100% EU Data Residency
See How Performativ Works in Practice
Connected to Your Custodians
The most expensive processes are the ones no one questions.
Workarounds become routine. Manual steps become the norm. System limitations start shaping how your firm operates. See how Performativ changes that.
Your workflows depend on workarounds
Every firm has them. The spreadsheet that supplements the reporting tool. The manual export that bridges two systems. The end-of-month reconciliation exists because the platform cannot do it automatically. These are not your processes - they are your system's limitations, inherited over time.
Solution:
A connected operating system where the workflow is built into the platform - not around it. Onboarding, reporting, rebalancing, and client communication automated within one consistent environment.
Workflow automation across the full lifecycle: Onboarding to reporting to rebalancing.
Alerts & monitoring: Exceptions handled by the system, not by a human check.
AI-driven workflows: Model-driven automation within controlled environments.
Manual handoffs create avoidable errors
Export from custodian A. Import to the reporting tool. Copy the numbers to the client presentation. Each step is a potential error. Each error is a potential client conversation you were not prepared for. The more manual handoffs in your workflow, the higher the baseline risk.
Solution:
One structured data model that eliminates handoffs. Data flows from custodians into portfolios, reporting, and client views - automatically, without manual intervention at any step.
Multi-custodian data aggregation: All sources feeding one model automatically.
Structured data normalization: Consistent across all custodians and asset classes.
Full audit trail: Every data movement logged and traceable.
Growth should not require more manual work
Every new client added to a manual workflow adds proportional administration. Reconciliation, reporting, monitoring - all of it scales with headcount, not with technology. The firms that break this pattern are not working harder. They changed what they automated.
Solution:
A platform designed to scale with your business. The same workflows that support 20 client portfolios can support 200, without introducing additional manual work at every stage of growth.
Automated client onboarding: KYC workflows and compliance integrated.
Bulk operations: Rebalancing, reporting, and monitoring across the full book.
Role-based access: Operations, compliance, and advisors each see what they need.
Free guide · No sales call · No commitment
The Advisor's Guide to Workflows That Work for You - Not Your System
The advisors we work with across Europe are not slow because their team is inefficient. They are slow because their processes were designed around the constraints of a system - and no one stopped to ask whether those constraints still make sense.
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
Turn today’s manual processes into automated workflows.
Performativ automates the operational workflows that typically require manual involvement - client onboarding, reporting, rebalancing triggers, and compliance monitoring. The workflows stay the same. The manual work disappears.
Connect your systems and eliminate manual handoffs and errors.
Every manual data export, import, and reconciliation step is a workflow your system should handle automatically. Performativ connects to your custodians, normalizes their data, and delivers a single reconciled view - without manual involvement required.
Connect monitoring, decisions and rebalancing in one workflow.
Portfolio oversight, deviation detection, and rebalancing execution are three separate workflows in most firms. In Performativ, they are one. You see the alignment, you identify the drift, you initiate the rebalance - without switching systems or running a manual process.
See what your team's workflows look like inside Performativ - in 30 minutes.
We'll walk through your current processes and show you where automation can replace manual work.
Trusted by Leading Wealth Managers
What wealth managers say after changing how their firm operates.
Renco van Schie
Partner & CIO, Valuedge
"With Performativ, we spend less time switching between systems and more time serving clients."
Workflow Efficiency
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
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
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+ Client AUM
1,500+ Advisors on Platform
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 workflow conversation.
Both. Performativ is configurable to your workflows - you define the processes, the templates, and the automation rules. But most firms also discover during onboarding that some of their current processes only exist because of their old system - and choose to simplify them. Our team will help you identify which is which.
Your current reporting templates, strategy models, and workflows are migrated during onboarding. You do not start from scratch. The starting point is your current setup - the difference is that Performativ automates the manual work within it.
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.
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.
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. No data is shared with third parties.
€100B+
€100B+ AUM on platform
Client AUM
1,500+
1,500+ Advisors across Europe
Advisors on Platform
60H
60hrs Saved per firm, recurringly
Saved on recurring administrative work
100%
100% EU Data Residency
EU Data Residency