We are pleased to announce a strategic partnership with Quantfolio, bringing their advanced advisory functionality to Performativ users. The integration between our platforms creates a unified, end-to-end solution where wealth managers can manage the entire client journey, from initial advice to portfolio execution and reporting. By combining Performativ’s portfolio management and reporting infrastructure with Quantfolio’s advisory technology, we enable wealth managers to offer a consistent and scalable client experience that meets regulatory requirements such as MiFID, FinSA, and Consumer Duty.

At the core of our partnership is a shared goal: to simplify how advisory services are delivered.

With Quantfolio’s features now available to users of the Performativ platform, advisors can generate compliant investment proposals and guide clients through model portfolio allocations, in addition to leveraging the platform’s existing client onboarding and KYC tools. When an investment decision is made Performativ’s execution and order management capabilities bring the order to life instantly across our network of broker execution venues.

“We are always excited to partner with solution providers offering strong value to our clients, and Quantfolio is no exception. Their advisory module, particularly around simulation and client engagement, complements our platform very well. I look forward to seeing our clients leverage the new features this integration brings.” – Albert Geisler Fox, CEO, Performativ

Quantfolio’s technology is already trusted by wealth managers and banks across the Nordics to enhance advisory efficiency and meet regulatory standards. Advisors can simulate portfolios based on real-time client data, compare proposals to existing holdings, and generate fully compliant documentation for approval and archiving.

“Quantfolio was built to reduce the administrative burden on advisors so they can focus on delivering better client outcomes. Through our integration with Performativ, that principle now extends into execution. Advisors can carry an investment process from the initial client meeting to order placement without switching systems, duplicating data, or breaking the flow of the advisory journey.” – Martin Wik Sætre, CEO, Quantfolio

The integration also supports compliance by design. Every step of the advisory process is logged and documented, and the resulting investment instructions are pushed directly to Performativ’s order management and portfolio execution modules. This reduces friction between front and back office, while ensuring full transparency for clients, advisors, and regulators.

“Performativ and Quantfolio solve adjacent problems in the value chain. Our systems complement each other naturally: we handle the advisory flow, and Performativ ensures that portfolios are executed, monitored, and reported with institutional-grade precision.” – Jan Åge Skaathun, Chief Revenue Officer, Quantfolio

The first Performativ clients are already preparing to leverage the new functionalities introduced through this partnership.