We hope you had a wonderful Easter and some well-deserved time to unwind. In this month’s newsletter, you’ll find an announcement, product updates, and resources designed to support your organization.

In this month's edition:

• The new performativ.com
• Client Trading
• Savings Plans
• Access Control List & Permissions
• First submission of Register of Information

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ANNOUNCEMENT

Introducing the New Performativ.com

We are excited to share that our new website is now live at performativ.com! The updated site reflects not only a refreshed design, but also several key improvements to better support your experience with it.

• Improved Navigation: The site has been reorganized to make it easier to explore our platform, features, and who we are.
• Enhanced Product Information: We have consolidated the product features pages into one comprehensive page offering a more detailed overview of how our platform supports daily operations, including client reporting, compliance workflows, and investment management.
• Expanded Resource Centre: We have introduced a new Resources section, offering easy access to insightful content, among others, blog posts, press releases, and newsletters. This section will continue to expand over time, so we encourage you to check in regularly.

Explore the site now and see what’s new at performativ.com.

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COMING SOON

Client Trading

Client Trading will be a powerful new feature that empowers your clients to trade independently without needing direct intervention from their asset manager.

With Client Trading, your clients can:

• Place trades across assets classes directly from their own app interface.
• Tap into market insights and your proprietary analytics to sharpen their decisions.
• Stay within the guardrails you define, such as pre-trade checks or investment limits.

All trading actions are verified through secure, high-assurance authentication to ensure the integrity of each transaction.

This feature gives your clients more control and flexibility, while still operating within the safe parameters you’ve set. Learn more about Client Trading in this article.

Client Trading will be available to select custodians.

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COMING SOON

Savings Plans

Savings Plans will allow your clients to set up recurring investments tailored to their long-term goals. With Savings Plans, they can:

• Define a fixed amount to invest at regular intervals (e.g. monthly).
• Automatically allocate contributions across selected portfolios or instruments.
• Stay on track with their financial goals through automated, disciplined investing.

Every setup and adjustment of a savings plan is safeguarded by robust client authentication, adding an extra layer of protection to automated investing.

Savings Plans simplify wealth building by making investing consistent and goal-oriented, without requiring manual intervention each time. At the same time, you retain full oversight and governance, ensuring that client autonomy never comes at the expense of control.

It’s a great way to turn long-term planning into everyday action.

Savings Plans will be available to select custodians.

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FEATURE FOCUS

Comprehensive Access Control List & Permissions

Our Access Control List (ACL) & Permissions system provides robust, fine-grained control over who can access what across the Performativ platform. Designed to support complex organizational structures, this feature ensures the right people have the right access.

With ACL & Permissions, you can:

• Define roles and assign specific permissions at a granular level.
• Control access to clients, portfolios, features, and data based on user roles.
• Support multi-team, multi-segment environments with tailored access rules.
• Restrict or allow actions like editing, viewing, or trading based on policy.

Whether you’re managing internal teams, external advisors, or client-facing portals, our ACL system keeps your data secure and your workflows compliant. Learn how to make the most of our ACL system in this article.

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THE DIGITAL OPERATIONAL RESILIENCE ACT

April in Review

Despite the DORA regulation going into effect at the start of the year, April marked a flurry as many regulated financial entities across jurisdictions in the EU submitted their Register of Information report(s) for the first time. Our DORAedge team is very proud to have enabled a number of organizations, many of which are global groups, to achieve the milestone of successfully submitting valid reports to their competent authorities.

How DORAedge Supported First Submissions

DORAedge enables regulated financial entities to easily catalog their information communication technology (ICT) network in a sleek and simple-to-use interface. The record forms in the platform establish the link between Entities/Branches, their critical Functions, ICT Assets, and the ICT providers that enable them to execute their licensed activities, and this data is transformed into and validated per the Supervisory Authority's Data Point Model. Teams then exported their Register of Information in the correct file format for submission to Competent Authorities, in most cases, via their online portals.

Beyond Initial Reporting

Unlike pure file conversion tools, with their Entity Structure and ICT network documented in DORAedge, risk, compliance, and IT teams within these regulated financial entities can now monitor and manage these dependencies proactively and continuously - all while setting themselves up for efficient future Register of Information submissions, by on-demand request of competent authorities or during the next official submission period.

Ongoing Compliance with DORAedge

Of course, compliance with the DORA regulation does not stop with the annual reporting of your entity's Register of Information. DORAedge is an effective tool, built 100% for compliance with the DORA regulation, to ensure that risk and compliance teams at regulated entities of all sizes, and all parts of the financial sector, have the support they need to ensure continuous compliance. Beyond developing the Register for reporting, teams can identify their key Functions, track and assess their Providers and Contracts, monitor their ICT Assets, monitor Risks, ensure governance with Policy-alignment with the regulation, and log and report on Incidents, all in one place.

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Get started with DORAedge

Sign up for a trial now or book a demo with our team to explore how you can make the most of the platform.

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