This month, we’re introducing a series of updates designed to make client interactions, performance analysis, and compliance reporting even more seamless across the Performativ platform. From large-scale data ingestion to user experience refinements, every improvement is built to give you more reliability, flexibility, and control in your daily operations.

Here’s what’s inside:

• Next generation of the client app
• New report definition manager
• The future of independent financial advice in Europe
• The case for high conviction and skin in the game
• Q&A with Performativ’s Global Commercial Director
• DORAedge: New bulk import feature for contracts

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New Client App (Beta): A Clearer, More Consistent Experience

The next generation of our client app is now live in beta with selected firms, bringing a cleaner interface and a more intuitive experience to your clients. Navigation is simpler, layouts are more consistent, and both light and dark modes are now supported for improved readability across environments. The app also offers improved localization of numbers, currencies, and dates, addressing a frequent request from firms operating across multiple markets.

Authentication has been strengthened with enhanced security standards, particularly for mobile access via Auth0. Administrators retain full control over when to activate the new app for their clients, making it easy to test internally, gather feedback, and roll out at their own pace. The result is a faster, more secure, and visually refined experience for your clients.

The new app will soon be rolled out to all Performativ users, but if you have any questions meanwhile, please reach out to us at operations@performativ.com.

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Reporting: Quicker Changes, Greater Flexibility

We’ve reimagined how reports are configured and maintained with a new report definition manager that allows adjustments without waiting for platform releases. Report parameters such as date ranges, portfolio selection, and output formats can now be configured dynamically, while multiple templates can be attached to the same report definition to suit different audiences or branding needs.

This change gives you faster turnaround times for adjustments, better consistency across reports, and a smoother process when customization is required. It also sets the stage for future enhancements such as the introduction of a dedicated SDK that will let you create tailored reporting logic while maintaining full compatibility with the Performativ platform.

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PODCAST

The Future of Independent Financial Advice in Europe

Independent financial advisers across Europe are navigating major change: new regulations, evolving client expectations, and rapid advances in technology.

In this episode of Wealth Insider, we speak with Koen Vanderhoydonk, CEO of The Connector, about how advisers can future-proof their businesses. From regulation and consolidation to agentic AI and human connection, Koen shares his view on what it takes to succeed in 2025 and beyond.

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BLOG

The Case for High Conviction and Skin in the Game

How can you outperform the market consistently? In our latest LinkedIn Live, Michael Gielkens, Partner at Tresor Capital, shared how a disciplined, high-conviction strategy built around family-controlled holdings has beaten global benchmarks by ~3% per year since 2017.

From applying scenario-based valuation frameworks to maintaining meaningful “skin in the game,” Gielkens explained why conviction, alignment, and operational excellence matter more than chasing benchmarks.

Read the Summary >

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VIDEO

Building for Scalable, Client-Centric Growth: Q&A with Christian Lindvall

In this conversation, Christian Lindvall, Performativ’s Global Commercial Director, shares his priorities since stepping into the role, along with his perspective on the changing landscape of wealth management.

He discusses the three focus areas that have shaped his approach as a commercial leader, the growing emphasis on client experience among wealth managers, and why technology adoption remains both a challenge and an opportunity.

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DORAedge: Simplifying Compliance with Bulk Contract Imports

Under DORA, firms must submit their Register of Information report in Q1 2026. A time-consuming effort, the ease of doing so depends on how accessible, complete, and regulator-ready their ICT network data is long before submission.

To streamline this, DORAedge now includes a bulk import feature for Contracts, allowing teams to collect and structure contract information in a standardized, transparent format using a tenant-specific spreadsheet. This gives clarity on exactly what data must be gathered and ensures it aligns to regulatory specifications from the outset. Once uploaded, each Contract record is validated and tagged with a record source for full traceability. With all Contract data consolidated in one place, DORAedge becomes the firm’s digital source of truth for ongoing oversight.

Whether firms are building their Register for the first time, digitizing an existing Register or adding to their existing Register in DORAedge, the platform helps teams integrate compliance best practices into daily workflows, turning regulatory report preparation into continuous operational resilience.

Coming soon: data export functionality and the ability to bulk import updates to existing Contracts, making it even easier to maintain a current ICT network and an accurate Register year-round.

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