This month brings a set of updates designed to give you clearer oversight, smarter automation, and broader connectivity across our platform. These include full-wealth visibility, responsible AI, and expanded custody coverage.

Here’s what’s inside:

• External accounts
• Custom Agents
• New custodian integrations
• The future of asset management [on-demand webinar]
• Bulk contract data export and import in DORAedge

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PRODUCT UPDATE

External Accounts: A Clearer View of Total Client Wealth

External Accounts are now available, giving you control over whether portfolios and cash accounts held outside your mandate appear in dashboards, reports, and client views.

This supports:

• Full-wealth visibility when you want to present a consolidated view of a client’s total holdings, including assets custodied elsewhere.
• Internal-only visibility when you prefer to use external positions for advisory insight without exposing them to clients.

The feature is designed to support more holistic reviews, better planning conversations, and cleaner reporting setups depending on the client relationship.

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PRODUCT LAUNCH

Custom Agents: Shaping the Future of Responsible AI

Custom Agents enables financial institutions to deploy AI safely within their existing infrastructure. Built with OpenAI’s AgentKit and powered by Performativ’s Model Context Protocol (MCP), Custom Agents help banks, asset managers, and capital markets firms automate complex workflows while maintaining full regulatory oversight, auditability, and control.

With enterprise-grade governance, role-based permissions, and explainable outputs, Custom Agents allow institutions to use AI responsibly across front-office, risk, and operational processes. The result is lower operational drag, faster time-to-insight, and stronger regulatory confidence, all without compromising data protection or internal policies.

Watch the video below to see Custom Agents in action.

Book a demo with our team to explore Custom Agents.

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CUSTODIAN INTEGRATIONS

Expanding Our Custodian Universe

We have added three new custodians to our growing network of integrations:

Equro

Equro is a Nordic platform specialising in unlisted equity, shareholder registers, and private-market structures. With this integration, you can bring direct equity positions, project-finance holdings, and other non-exchange-listed assets into your consolidated reporting environment.

FCG Fonder

FCG Fonder is a Swedish fund management company delivering fund administration, operational infrastructure and regulatory support across the Nordics. The integration enables you to incorporate fund-administration and specialist custody setups into your existing portfolio views, supporting clients with more complex or bespoke fund structures.

RL360

RL360 is an Isle of Man-based provider of investment wrappers and international portfolio structures commonly used by expat and cross-border investors. This integration allows you to include RL360-held portfolios in your reporting and analytics, reducing fragmentation for clients whose assets sit inside insurance-based investment plans.

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ON-DEMAND WEBINAR

The Future of Asset Management

Earlier this week, we hosted a live studio conversation on The Future of Asset Management, featuring industry veterans Jesper Kirstein and Jacob Dahl. With over 60 years of combined experience, they shared their perspectives on how the industry is evolving: from regulatory pressure and digital disruption to shifting client expectations and leadership challenges.

If you missed it, you can watch the full recording below.

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THE DIGITAL OPERATIONAL RESILIENCE ACT

Bulk Contract Data Export & Import in DORAedge

With the Register of Information reporting period approaching next quarter, now is the ideal time for firms to put the right processes in place for gathering and structuring critical information about their ICT networks.

To support this, DORAedge now allows users to export their existing Contract data, make edits offline, and bulk upload updates directly into the app. This makes reviewing and maintaining ICT service provider records more efficient than ever.

For teams looking to streamline both initial onboarding and ongoing updates to their ICT network in DORAedge, you can now use a simple import template to record Contract details and bulk import them into DORAedge, saving time and ensuring data accuracy.

This exercise ensures valid, ready-to-report ICT network data at a click of a button.

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Get Access to DORAedge

DORAedge is our purpose-built compliance platform for the Digital Operational Resilience Act, designed to simplify everything from the Register of Information to risk assessments.

Want to see how it can streamline your DORA compliance operations? Visit doraedge.com or contact us at connect@doraedge.com to book a demo.

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