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We hope you're enjoying a well-deserved summer break. While many are taking time to recharge, we've continued building for the months ahead. In this edition, we're sharing new product enhancements, a board announcement, and a conversation on the future of fintech collaboration.
Here’s what’s inside Performativ Pulse this month:
- Jacob Dahl Joins Performativ as Chair of the Board
- Streamlined Client Setup with Mesh ID
- Quantfolio Advice Session Integration
- Enhanced Trading Performance
- Building Bridges Between Fintechs and Banks
Jacob Dahl Joins Performativ as Chair of the Board
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On July 1, we announced that Jacob Dahl has joined Performativ as Chair of the Board. A former Senior Partner and Co-Leader of the Global Banking Sector at McKinsey & Company, Dahl brings more than three decades of experience advising and leading financial institutions across Europe, the Middle East, Africa, and Asia.
The appointment follows our recent $14 million Series A and strengthens Performativ's next phase of growth as we continue expanding our enterprise offering for wealth and asset managers, private banks, and larger financial institutions across Europe.
Streamlined Client Setup with Mesh ID
We've enhanced our Mesh ID integration to make client setup more seamless and transparent for advisors.
The updated workflow now provides real-time visibility into each stage of the setup process, from validating client information to sending onboarding invitations and completing identity verification. Once the setup is complete, client access and trading permissions can be activated automatically, reducing manual administration.
The result is a more efficient setup experience that helps advisors move clients through the process with greater visibility and fewer manual steps.
Quantfolio Advice Session Integration
Launching a new advice session will soon become faster and more connected.
Our upcoming Quantfolio integration allows advisors to initiate advice sessions directly from Performativ while automatically pre-populating client details and portfolio information. This reduces duplicate data entry and creates a smoother advisory workflow across both platforms.
The integration is designed to help advisors spend less time transferring information between systems and more time delivering client advice.
Enhanced Trading Performance
We're continuing to improve the trading experience for advisors managing large numbers of portfolios.
Upcoming enhancements introduce faster trade preview calculations, improved bulk order handling, and a redesigned rebalancing workflow built to support trading across multiple portfolios more efficiently. Advisors will be able to review portfolio impacts more smoothly while maintaining full oversight throughout the trading process.
These improvements are designed to deliver a faster and more responsive trading experience, particularly for larger and more complex trading workflows.
Building Bridges Between Fintechs and Banks
In the latest episode of our podcast, Wealth Insider, we sat down with Thomas Krogh Jensen, CEO of Copenhagen Fintech, to discuss how collaboration between fintechs, financial institutions, and regulators has helped shape one of Europe's most connected innovation ecosystems.
The conversation explores why successful partnerships are built over time, what banks and fintechs often misunderstand about one another, and how trust, procurement, and shared ambition influence innovation across the financial sector.
From digital sovereignty and AI to Europe's competitiveness and the future of financial infrastructure, the episode offers thoughtful perspectives on what it will take to build the next generation of financial services.
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