As we close out 2025, we want to take a moment to say thank you. Thank you for the conversations, insights, and engagement throughout the year.

2025 has been a year of progress and momentum. Many of the discussions we’ve had across the industry have influenced how we think, build, and move forward, and we’re grateful for the openness and exchange that makes that possible.

Looking ahead to 2026, we’re excited about what’s coming next. We look forward to continuing the conversation, sharing insights, and building meaningful connections in the new year.

Wishing you a great end to the year and a strong start to 2026.

Warm regards,

All of us at Performativ

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Here’s what’s inside our last newsletter of the year:

• Smarter portfolio management
• Reporting & analytics
• Client experience & in-app features
• Performance & reliability
• Reimagining Active Fund Management [Podcast]
• DORAedge: Streamlining Data Management

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Smarter Portfolio Management

Rebalancing V2

A redesigned rebalancing experience on the Performativ platform with a sleek new interface and full transparency across target allocations and expected cash flows. Everything is clearly laid out, giving you greater control and confidence when adjusting portfolios.

Savings Plans

Admins can now find the Savings Plans overview in the Order Management tab showing all client savings plans with an asset allocation breakdown, and all recurring payments to their investment accounts.

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Reporting & Analytics

Quarterly Portfolio Reports

More detailed and transparent cost reporting combined with flexible customization options. Create reports that clearly reflect your insights and meet both client and internal requirements.

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Client Experience & In-App Features

Dashboard & App Enhancements

An enhanced order management grid and custom widgets. Together, they give you stronger oversight and more control directly from the advisor dashboard.

In-App Messaging (Coming Soon)

Communicate directly with your clients inside the platform. Share updates and information seamlessly, right where engagement already happens.

Localization & Preferences (Coming Soon)

Data displayed exactly how you want it. Dates, numbers, and locale settings can be adjusted to match local preferences and expectations.

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Performance & Reliability

Faster, More Reliable System

Backend optimizations reduce errors and improve overall performance, resulting in smoother workflows and more reliable reporting.

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Reimagining Active Fund Management

In the latest episode of Wealth Insider, we sat down with Peter Garnry, former Chief Investment Strategist at Saxo Bank and now CEO & Co-founder of Gesda Capital, to explore why active fund management needs a new approach. We discussed the evolution of wealth management, the rise of the core-satellite model, and where actively managed funds can add value alongside passive strategies.

Watch the full recording below.

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DORAedge: Streamlining Data Management

As Q4 closes out, we are pleased to share continued progress on DORAedge, Performativ’s standalone platform for managing compliance with the Digital Operational Resilience Act (DORA). Recent product development has focused on a key area for regulated financial entities: efficiently and accurately preparing Register of Information (RoI) reports ahead of upcoming submission deadlines in 2026.

What’s New in DORAedge

December’s release introduces bulk import and export capabilities across two of the most operationally intensive parts of DORA reporting:

• Contract record management – Contract data can now be exported to a spreadsheet, updated offline, and re-imported to update existing records or create new ones in bulk. This supports cross-team collaboration while maintaining a single source of truth in DORAedge.
• ICT network data export – Organizations can export their full ICT Network dataset, including all RoI reporting fields and system data, supporting internal review and audit readiness.

Together, these enhancements are designed to reduce manual effort, improve data standardization, accuracy, and quality, and support scalable DORA workflows, particularly as teams prepare for Q1 2026 RoI reporting.

Why This Matters

DORA reporting requires firms to maintain a detailed and interconnected view of their ICT Network for ongoing monitoring and reporting at least annually. These updates strengthen DORAedge’s role as a central system of record for managing those relationships, rather than relying on disconnected spreadsheets and documents.

• For existing DORAedge users, detailed guidance is available in the platform’s User Guide, and full technical details are covered in the December Release Notes.
• For those interested to learn more about how DORAedge could support your firm with its DORA obligations, please reach out to connect@doraedge.com to set up some time to connect with the team.

We’ll continue sharing progress as DORAedge evolves further in 2026, including ongoing enhancements driven by regulatory guidance and client feedback.

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