This month’s updates highlight features that simplify cash transfers, improve the client app experience, and expand market data capabilities. We’re also announcing a new partnership, sharing insights from industry leaders, and inviting you to a webinar.

Here’s what’s inside:

• New cash management feature
• New version of client app
• NAV pricing and Morningstar data additions
• Partnership with Mesh ID
• How AI and Technology Are Rewiring Family Offices [Podcast]
• Beating the Benchmark [LinkedIn Live]
• Why Banks Are Embracing Wealth Management Platforms [Blog]
• Turning ICT Complexity into DORA Compliance Confidence [Webinar]

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CUSTODIANS & TRADING

New Cash Management Feature

We’ve introduced a new cash management feature with select custodians, allowing you to transfer money between external funding accounts and custodian cash accounts.

Key highlights:

• Supports deposits and withdrawals for smoother money movement
• Full status tracking (pending, failed, cancelled) with improved visibility
• Cancellation option for pending or sent transfers
• Available in both advisor and client portals

This sets the foundation for expanding cash transfers with additional custodians in the future.

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USER EXPERIENCE

New Version of Client App

A new version of our client app is currently being tested and will be available soon. With the updated app we aim to deliver a smoother and more flexible experience for your clients.

We will let you know as soon as we have a release date for the new app.

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MARKET DATA

NAV Pricing and Morningstar Data Additions

We’ve expanded our market data service with new capabilities:

NAV Pricing

• NAV prices are now supported and stored across instruments
• Simple option available to select Close Price or NAV Price
• Morningstar-driven logic ensures correct NAV usage

Morningstar Data Enhancements

• Expanded fund breakdowns (top 10 holdings, sectors, asset classes, currency exposure)
• Improved reporting visuals through enhanced sector and region data

These updates provide richer insights for portfolio analysis and client reporting.

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PARTNERSHIP

Performativ and Mesh ID Partner to Streamline Client Onboarding and Strengthen Compliance

We’ve partnered with Mesh ID, a leading digital identity and onboarding solution for financial institutions. The integration enables more efficient client onboarding and strengthens compliance by embedding digital identity verification directly into the Performativ platform.

This collaboration supports financial institutions in streamlining operations, reducing risk, and maintaining robust compliance standards.

Read More >

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PODCAST

When Legacy Meets Innovation: How AI and Technology Are Rewiring Family Offices

The latest episode of Wealth Insider dives into how family offices are navigating the crossroads of tradition and technology. From AI-driven insights to digital-first operations, we unpack how innovation is reshaping decision-making and client engagement.

Featuring François Botha, Founder & CEO of Simple, who brings first-hand perspectives on how technology is redefining the future of family offices.

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LinkedIn Live

Beating the Benchmark: Inside the Investment Strategy of Michael Gielkens

In our recent LinkedIn Live, Michael Gielkens, Owner & Partner at Tresor Capital, shared how his high-conviction strategy has beaten global indices by ~3% annually since 2017. His approach centers on family-controlled holdings, serial acquirers, disciplined scenario-based valuations, and using cash as a strategic lever.

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BLOG

Beyond Spreadsheets: Why Banks Are Embracing Wealth Management Platforms

Spreadsheets have long been a common tool for running investment operations, but their limitations are clear. Errors, inefficiencies, and compliance risks are pushing organizations toward modern platforms. In this blog post, we explore why banks are embracing those platforms, the hidden costs of spreadsheet dependence, and how purpose-built solutions can deliver clarity, scalability, and control.

Read more >

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WEBINAR

Turning ICT Complexity into DORA Compliance Confidence

In this webinar, we will together with BARE Cybersecurity explore how financial entities can pair expert advisory with the DORAedge platform to manage ICT dependencies with confidence.

Speakers Paolo Carner (BARE Cybersecurity) and Marissa Weiss (DORAedge) will share how to map ICT networks, strengthen resilience, and streamline Register of Information reporting.

Register now >

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