A new year brings new priorities and fresh energy. For many advisors, January is about setting the foundation for the year ahead: ensuring clients have clarity, teams have the right tools, and operations are ready to support growth without adding unnecessary complexity.

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

• Engagement Widget
• Groups Access
• Custom Agents revisited
• Customer case study: TOBA Advice
• Wealth Insider: Inside the Rise of Momentum Family Office
• DORAedge update

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Engagement Widget

Understanding where an investment sits in its lifecycle is critical for both advisors and clients. The Engagement Widget is designed to make this clearer at a glance.

The widget visualizes the lifecycle of investments in a Gantt-style timeline, making it easier to communicate key phases, milestones, and progress over time. This helps advisors provide better context in client conversations and gives clients a clearer overview of how their investments are evolving.

Benefits:

• Improves transparency around investment lifecycles
• Supports more structured and informed client dialogue
• Enhances the client experience with a clear, visual overview

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Groups Access

Some investors hold wealth across multiple legal entities, which can make it challenging to get a complete overview without switching between accounts.

Groups Access allows you to provide clients with login access to a group they are a member of, giving them a consolidated view of wealth across related entities. This simplifies access while maintaining a clear and structured representation of ownership and relationships.

Benefits:

• Provides your clients with a holistic view of their wealth
• Reduces friction when navigating between entities
• Supports more complex client structures without added operational overhead

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Custom Agents Revisited

In November last year, we launched Custom Agents, an agentic AI tool designed to help financial institutions automate workflows using their own data, rules, and systems. Built inside the Performativ platform, these AI agents operate within your governance perimeter and integrate with tools such as CRM, portfolio systems, document stores, and core banking infrastructure, while respecting MiFID constraints, house risk rules, and approval flows. The result is faster execution, reduced operational overhead, and consistent, auditable outcomes across advisory, compliance, and operations, with tenant data and PII fully protected.

Learn more about Custom Agents >

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Customer Case Study: TOBA Advice

As investment advisory firm TOBA Advice continued to grow, its internally built reporting system struggled to keep pace with increasing complexity. Manual processes, inconsistent data from multiple custodians, and rising client expectations created growing strain. Following a thorough market evaluation, TOBA Advice selected Performativ to establish a centralized and validated data foundation, increase reporting flexibility, and remove the need for manual data cleansing, enabling advisors to focus on investment decisions and deeper client engagement.

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Wealth Insider: Inside the Rise of Momentum Family Office

We took our podcast on the road to Amsterdam to meet with Frits Moonen, Founding Partner of Momentum Family Office, to discuss why independent family offices are seeing rapid growth and how expectations from wealthy families are changing. Advising more than 130 families, Momentum has built a model centered on independence, transparency, and long-term thinking, deliberately separating advice from product sales. The conversation explores why this shift is more than a trend, how client trust is built, and the role of data, reporting, and technology in scaling a high-touch family office.

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Recent Blog Posts

• The Future of Wealth Management Technology >
• Mastering Compliance in Wealth Management: A Practical Guide >
• Private Equity Management in the Age of Millennial and Gen Z Investors >

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DORAedge: BAU-Ready Compliance & Register of Information Data You Can Trust

As firms move from initial DORA implementation toward steady-state compliance, operational consistency and data control become just as critical as reporting readiness.

This month’s DORAedge updates are focused on strengthening day-to-day compliance operations: helping teams maintain accurate, auditable ICT network data over time and stay confident in Register of Information (RoI) reporting, even as underlying records change.

Recent product developments enhance visibility and control across the DORA data model, including:

• Archived records excluded from RoI reports be default (unless restored)
• Clear “Archived” labelling across Linked Records and form fields
• Improved Contract logic, automatically creating new Relationships based on Data location fields
• Visible Contract statuses within Linked Records to improve review workflows
• Stronger auditability, with usernames now shown in each record’s version history
• Faster Provider data discovery, with search and filtering on both Name fields

DORA requires firms to maintain an interconnected, auditable view of their ICT landscape continuously, not just at reporting deadlines. These updates reinforce DORAedge as a stable system of record, supporting cleaner data management across reporting periods, reducing manual effort, and improving confidence ahead of 2026 submission deadlines.

For existing DORAedge users, full details will be available in the January Release Notes and User Guide. If you’d like to learn more about how DORAedge supports ongoing DORA compliance, reach out to connect@doraedge.com.

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