Performativ Pulse – March 2026

This month, we’re introducing updates focused on making our platform faster, more secure, and easier to work with day to day. These improvements are designed to support more efficient workflows and a smoother experience when working across clients and portfolios.

Here’s what’s inside:

• Multi-Factor Authentication forYour Clients
• Portfolio Analytics, Withoutthe Wait
• Simpler Onboarding with Nordnet
• From Spreadsheets to PortfolioManagement System
• From Incumbent to Challenger:One Leader’s Move from Bank-Led Advice to Digital Investing

Multi-Factor Authentication for Your Clients

We’ve introduced Multi-Factor Authentication (MFA) for your clients to further improve account security and protect sensitive client data. In addition to their password, login requires a time-based one-time password (TOTP) generated through an authenticator app, e.g. Google Authenticator or Microsoft Authenticator. This adds an extra layer of protection by ensuring that access is verified through something they know(their password) and something they have (their device). The result is a more secure login process that significantly reduces the risk of unauthorized access, while remaining quick and easy to use.

Portfolio Analytics, Without the Wait

The latest upgrade to our analytics engine delivers a significantly faster and more responsive experience when working with portfolios. Performance improvements mean metrics calculations now load quicker, making it easier to adjust time periods, compare benchmarks, and analyze complex portfolios without interruption. The updated architecture also ensures more consistent performance across large portfolios, supporting growing data volumes without slowdowns. With real-time, on-demand analytics, teams can access insights instantly, enabling more efficient client interactions, faster decision-making, and a smoother overall workflow.

Simpler Onboarding with Nordnet

We’ve introduced automated client, portfolio, and currency account creation for Nordnet. For existing clients with a Nordnet account, you simply have to validate a pre-existing social security number (SSN) for individuals or organization number for business type clients. This allows us to accurately match clients between Performativ and Nordnet.

By connecting these identifiers, we eliminate duplicate client records, improve data quality, and streamline onboarding. The result is faster setup, fewer manual checks, and reduced operational overhead.

From Spreadsheets to Portfolio Management System

The Dutch asset manager, Roemer Kamp &Partners, has taken a significant step toward a more modern and scalable portfolio management setup. Moving away from spreadsheets and legacy systems, the firm was looking for a solution that could deliver both operational efficiency and a clear, intuitive client experience. With Performativ, they now provide more transparent reporting, streamline daily workflows, and operate from a single, flexible platform that adapts to their needs. The result is a stronger foundation for growth and an improved experience for both clients and advisors.

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From Incumbent to Challenger: One Leader’s Move from Bank-Led Advice to Digital Investing

In the latest episode of Wealth Insider, we speak with Tine Vestergren Uldal, Country Manager at Nordnet Denmark, about her shift from traditional bank-led advice to a digital investing platform. Drawing on her experience from both Nordea and Nordnet, Tine shares how investor behavior is changing, why transparency and accessibility are critical, and how digital platforms are impacting the way people engage with their investments. The conversation also explores how advisory models and self-directed investing are likely to coexist, and what this means for the future of wealth management.

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