Copenhagen & Amsterdam - September 25, 2025: Performativ, a leading portfolio management system provider, has partnered with Mesh ID, a specialist in secure digital identity and KYC infrastructure, to deliver a joint solution that accelerates client onboarding and simplifies compliance for wealth and asset managers.

By integrating Mesh ID’s automated KYC onboarding technology directly into the Performativ platform, the partnership enables firms to complete critical compliance steps such as identity and address verification, risk profiling, and enhanced due diligence within a single, digital workflow.

Smart forms request relevant information only from each client, and real-time validation ensures accuracy from first submission. By removing duplicate requests and automating risk-based checks, the solution significantly reduces client onboarding time while delivering consistent compliance outcomes across teams and jurisdictions.

“This partnership embodies a natural extension of the Performativ platform’s capabilities,” said Christian Lindvall, Global Commercial Director at Performativ. “With Mesh ID integrated into our ecosystem, we’re delivering a modern onboarding and compliance experience that legacy systems simply can’t match. The integration simplifies the process for both client-facing and compliance teams and is a significant value-add in terms of efficiency, scalability, and regulatory readiness.”

With both companies deeply rooted in financial services, the partnership is grounded in shared values of security, innovation, and client-centric design. Together, Performativ and Mesh ID aim to raise the standard for digital identity, onboarding, and compliance in wealth and asset management.

“Onboarding is often a bottleneck in wealth and asset management,” said Charlotta Resvik, Regional Director at Mesh ID. “By combining our tech capabilities, we’ve created a process that is faster, removes friction for both advisors and clients, and ensures compliance checks are completed consistently across markets.”

The joint solution is now live and in active use by firms in multiple European markets.