This month’s updates are all about simplifying operations and elevating the client experience. From new integrations and strategic partnerships to expanded automation and multilingual support, everything we’ve worked on in May is designed to reduce complexity and help you scale with confidence.

In this month's edition:

• German client portal and app 
• New and upcoming integrations
• Automatic creation of clients, portfolios, and cash accounts
• Streamlining investment advisory with Quantfolio
• Automating SFDR and PRIIPs reporting with Qvonto
• New podcast episode on DORA and DORAedge

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ANNOUNCEMENT

Client Portal and App Now Available in German

We're excited to announce that the client-facing Performativ portal and app are now fully available in German. From portfolio overviews to document access, every touchpoint has been carefully localized to support German-speaking clients.

Language detection is automatic based on browser settings but can also be manually selected by advisors (on behalf of clients) or by clients directly at any time. This release underscores our commitment to supporting multi-market operations and delivering a personalized digital experience. More languages will be added soon.

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NEW CUSTODIAN INTEGRATION

Connection with NNEK

We’re happy to welcome NNEK, a Dutch investment platform focused on model-based wealth management, as an integrated custodian on the Performativ platform.

This integration gives you daily data imports, portfolio and transaction updates, and simplified reconciliation workflows if you work with NNEK as a custodian.

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COMING SOON

Automatic Creation of Clients, Portfolios, and Cash Accounts

Soon, we will support the automatic creation of client entities, portfolios, and cash accounts using custodian-provided data - starting with Huddlestock.

Key benefits include:

• Streamlined onboarding: Skip manual data entry for clients and portfolios.
• Time savings: Reduce operational overhead.
• Instant readiness: Enable transactions without setup delays.

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COMING SOON

Integrations with Reichmuth and FCG Fonder

We're expanding our network with two new integrations to reduce friction, improve data quality, and support scalable operations:

• Reichmuth & Co. - A Swiss private bank and wealth manager
• FCG Fonder - A Nordic fund administrator

These integrations support our vision of unifying key elements of your wealth management infrastructure, connecting custodians, fund administrators, and internal teams in one operational ecosystem.

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NEW PARTNERSHIP

Streamlining Investment Advisory with Quantfolio

We’ve partnered with Quantfolio to integrate their advanced advisory technology with our platform. This integration links advisory, onboarding, execution, and reporting in one environment. With Quantfolio’s features now available, you can:

• Generate compliant investment proposals
• Simulate and compare portfolios
• Guide clients through tailored model allocations
• Instantly execute investment decisions

The result: A fully connected advisory journey that’s scalable, compliant, and client-centric.

Read more.

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NEW PARTNERSHIP

Automating SFDR and PRIIPs Reporting with Qvonto

We’re partnering with Qvonto to automate and simplify reporting on the Sustainable Finance Disclosure Regulation (SFDR) and Packaged Retail and Insurance-based Investment Products (PRIIPs).

What you gain:

• Automated production of SFDR and PRIIPs documents
• Alignment with evolving EU regulations and templates
• Full audit trails and document versioning
• Significant time and resource savings
• Multi-language support for cross-border compliance

By June 30, Financial Market Participants (FMPs) and Financial Advisors must submit their annual PAI tables under SFDR. This partnership ensures you are well-prepared for the upcoming regulatory deadline and future requirements.

Read more.

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THE DIGITAL OPERATIONAL RESILIENCE ACT

Podcast Interview: How DORAedge Transforms Compliance Operations

The DORA regulatory framework introduced a new operational standard for regulated financial entities across the EU, and DORAedge is built to support these obligations from the ground up. In a new episode of The Connector Podcast, our Product Owner Marissa Weiss discusses:

• Why DORA requires unprecedented cross-functional coordination across IT, Legal, Compliance, and Procurement
• How DORAedge enables robust ICT network management and real-time Register of Information reporting
• How the incident management and policy governance modules streamline compliance, reporting, risk control, and documentation

Listen to the podcast to learn how DORAedge transforms compliance from a checkbox exercise into an operational discipline driven by structured data, AI-supported analysis, and built-in governance tools.

Listen now.

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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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