Summer is here, and so are a new set of improvements to help you work smarter and support your clients even better. From performance upgrades to language support and smarter automation, our June updates are all about making everyday tasks more seamless.

In this month's edition:

• MIC support for buy trades
• Savings plan API for recurring investments
• Norwegian and Swedish client portal
• Metrics v2
• Fixes and reliability improvements
• Introducing Wealth Insider
• Updates on DORAedge

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NEW FUNCTIONALITY

MIC Support for Buy Trades

You can now specify a Market Identifier Code (MIC) when executing Buy trades. This improvement gives you precise control over which exchange trades are routed through, eliminating reliance on custodian defaults and reducing execution risk.

Why it matters:

• Execute trades on the correct market
• Ensure regulatory and cost transparency
• Avoid unexpected routing decisions by custodians

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NEW API

Savings Plan API for Recurring Investments

A dedicated API now supports recurring investment plans, making it easier to automate scheduled contributions - ideal for setting up savings or investment plans that require periodic transactions.

What this unlocks:

• Automated handling of recurring investments
• Flexibility for savings product design
• Foundation for future digital advisory flows

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EXPANDED LANGUAGE SUPPORT

Norwegian and Swedish Now Live

The client portal is now fully available in Norwegian and Swedish. From onboarding to ongoing reporting, investors can now enjoy a more intuitive and localized experience in their native language.

This update improves:

• Usability for end-clients
• Support for multi-market operations
• Compliance with language requirements in local markets

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PLATFORM ENHANCEMENT

Metrics v2 – Coming Soon

We’re rolling out a rearchitected backend for performance analytics. This will deliver faster load times, increased data reliability, and improved dashboard responsiveness.

We will let you know as soon as this update is live.

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FIXES & RELIABILITY IMPROVEMENTS

Smoother Workflows, Fewer Disruptions

The fixes we have implemented this month are all about refinement and stability:

• Resolved permission and sorting issues in client and contract note views
• Fixed data rendering errors in reports and dashboards
• Aligned layout consistency in modals and setup wizards
• Improved handling of boolean and custom fields in the frontend
• Enhanced validation for manual instrument entries and imports

We’re constantly working to make the Performativ platform even better, and these improvements are part of that ongoing effort.

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ANNOUNCEMENT

Introducing Wealth Insider

Wealth Insider is our new podcast offering candid conversations with leaders in wealth management, focused on real-world insights, strategic challenges, and forward-looking ideas.

Episodes 1 and 2 are now live, featuring:

• Renco van Schie, Partner & CIO at Dutch wealth manager Valuedge
• Albert Geisler Fox, CEO at Performativ

In Episode 1, Renco shares how Valuedge uses technology to scale high-touch service, insights on adopting wealth tech, and his outlook on the role of AI.

In Episode 2, Albert dives into how AI is being applied across the financial sector, and what it means for wealth managers.

Watch the episodes now and subscribe wherever you get your podcasts.

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THE DIGITAL OPERATIONAL RESILIENCE ACT

Updates on DORAedge

After supporting clients with successfully submitting their Register of Information reports in the springtime, we have been quietly enhancing the app from a viewability and usability standpoint over the last few weeks. You might notice some new functionality and design updates aimed at streamlining your ability to accurately enter and track important information regarding your organization’s Information Communication Technology (ICT) network.

These include:

• Data functionality: increased form validation feedback, added search and filtering capabilities on record list tables and Article search in the Policy and Controls module
• Usability: enabled creating a Contract form as a draft, updated Contract form flow and design to streamline data entry and increase accuracy, streamlined Incident Final Report flow
• Data contextualization: record linking in record list tables and individual record overviews for increased context on data connectivity across network
• Look and feel: enhanced data visibility and consistency across forms, sleeker sidebar and steps design within forms, and improved breadcrumb display

All updates will be catalogued in Release Notes. With these squared away, we are continuing to focus on larger feature developments over the summer to further empower cross-functional collaboration through permissions, ownership and approvals, and integrating multi-entity distinctions across the app.

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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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