The Operating System for Future-Focused Investment Advisors
A single platform for investment advisors to structure advice, document recommendations, manage client approvals, and deliver transparent reporting across portfolios and custodians. Performativ enables advisory firms to scale client relationships, ensure compliance, and provide a modern digital experience while executing client trades within clearly defined mandates and controls.
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How Investment Advisors Use Performativ to Scale
Performativ enables investment advisors to professionalize advisory operations, reduce administrative burden, and deliver consistent, high-quality advice while executing client trades in a controlled, documented, and compliant framework.
Standardize advisory workflows, model portfolios, and recommendations across advisors and clients.
Automate reporting, documentation, portfolio monitoring, and trade-related workflows.
Embed suitability, disclosures, approvals, and audit trails directly into advice-to-execution workflows.
Provide clients with transparent portfolio insights, reporting, and digital access.
Support growth without adding manual processes or disconnected tools.
Experience how Performativ modernizes wealth management, simplifies workflows, and delivers a superior client experience.
A Connected Platform for the Entire Advisory Lifecycle
Performativ brings structure, automation, and intelligence to the full advisory lifecycle, from client onboarding and proposal creation to portfolio monitoring, trade execution, reporting, and ongoing communication. The platform replaces fragmented systems with a single operating environment built specifically for investment advisory firms.
Support advisory mandates with robust portfolio tools that connect analysis, recommendations, approvals, and execution in one consistent workflow.
Model Portfolio Management: Create, maintain, and apply model portfolios across advisory clients.
Portfolio Analysis: Compare client portfolios against models, benchmarks, and risk profiles.
Householding & Client Aggregation: Consolidate multiple accounts and legal entities into a single advisory view.
Ongoing Monitoring: Track drift, exposures, and deviations to support proactive client reviews and rebalancing decisions.
Performativ embeds regulatory safeguards directly into advisory and execution workflows to ensure every recommendation and trade is documented, justified, and auditable.
Suitability & Appropriateness Checks: Ensure recommendations and executed trades align with client profiles, objectives, and risk tolerance.
Proposal Workflows: Create structured investment proposals linked directly to portfolios, models, and execution paths.
Mandate & Restriction Management: Apply client-specific constraints, permissions, and exclusions before trades are executed.
Audit Trails: Maintain a complete record of advice, approvals, and executed actions.
Equip advisors and clients with clear, forward-looking insights that support better conversations and more informed decisions.
Performance Analytics: TWR, MWR, P&L, volatility, Sharpe, and exposure analysis.
Risk Analysis: Portfolio dashboards covering concentration, allocation, and sensitivities.
Forecasting & Simulations: Scenario analysis and projections to support planning discussions.
Consolidated Client View: Aggregate data across custodians and accounts into a single advisory overview.
Custom Metrics: Add firm-specific analytics tailored to your advisory approach.
AI supports advisors throughout the client lifecycle, from preparation and analysis to conversations, execution, and reporting.
AI Assistant: Ask natural-language questions about portfolios, performance, fees, risk, or client data and get instant, relevant insights.
Proactive Client Insights: AI surfaces anomalies, risks, and follow-up opportunities across client portfolios, helping advisors stay ahead.
Guided Advisory Workflows: Step-by-step assistance for onboarding, client reviews, reporting, and data investigations.
Client-Friendly Explanations: AI translates complex analytics, simulations, and performance drivers into clear explanations for meetings and reports.
Smart Search Across the Platform: Find any client, portfolio, document, or metric instantly, without manual navigation.
Deliver professional, transparent reporting that strengthens trust and simplifies ongoing client communication.
Standard Reports: Ready-made, branded reports for performance, holdings, and portfolio summaries.
Custom Reports: Build tailored reports using Python and flexible templates.
Mass Reporting: Generate and distribute reports efficiently across your entire client base.
Client Acknowledgements: Capture confirmations and disclosures directly within the platform.
Centralize all advisor-client communication in one secure, auditable environment.
Secure In-App Messaging: Compliant messaging between advisors and clients.
Notifications: Automated alerts tied to portfolios, documents, approvals, and advisory milestones.
Email Sync & Logging: Capture client communication automatically for compliance purposes.
Document Sharing: Share proposals, reports, and disclosures with clear confirmation tracking.
Deliver a consistent, branded digital experience across all client touchpoints.
Advisor Porta: Daily workspace for advisors to manage clients, portfolios, proposals, execution workflows, and compliance tasks.
Client Portal: Access to portfolios, reports, documents, communication, and approvals in one place.
Client Mobile Apps: White-labeled iOS and Android apps for on-the-go access.
Segment-Level Customization: Tailor portals and apps by client type, such as private and professional clients.
Manage the full advisory relationship from prospect to long-term client.
Prospect Management: Track and convert prospects directly within the platform.
Digital Onboarding: Structured onboarding with integrated KYC workflows.
Client Log: Centralized record of meetings, advice, approvals, and decisions.
Document Storage: Secure, permission-controlled document repository.
CRM Capabilities: Built-in tools that reduce reliance on external CRM systems.
Integrate seamlessly with custodians, market data providers, and third-party tools.
Custodian Data Integration: Automated ingestion and reconciliation of portfolio and transaction data.
Market Data Providers: Built-in data with support for premium sources.
Open APIs: Extend the platform with custom integrations
Plugin Store: Connect onboarding, compliance, and advisory tools as needed.
Operate with confidence using institutional-grade security controls.
Two-Factor Authentication: Support for national eIDs such as BankID and MitID.
IP Whitelisting: Restrict access by location or network.
Access Control Lists: Granular permissions across data and features.
Audit Logs: Immutable records of all system activity.
Adapt the platform to your advisory model, client segments, and regulatory environment.
Multi-Segment Support: Different configurations for advisory services and client types.
Multi-Language Support: Client-facing interfaces available in multiple languages.
Custom Dashboards: Role-based views for advisors, compliance teams, and management.
Custom Data Structures: Align data models with your advisory framework.
Benefits for Investment Advisors
Performativ helps investment advisors operate more efficiently while delivering a higher-quality advisory experience.
Reduce administrative workload through automation
Ensure compliance across advice and execution workflows
Deliver consistent, professional advice at scale
Improve client engagement and transparency
Consolidate systems into one unified platform
Strengthen investment discipline and oversight
Trusted by Forward-Thinking Asset Managers
Asset managers use Performativ to modernize their investment operations and improve transparency, efficiency, and scalability.
Door toenemende complexiteit in rapportage en dataconsolidatie verving TOBA Advice het eigen legacy systeem door Performativ en legde zo een schaalbare en transparante rapportagebasis.
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Toen legacy-systemen de efficiëntie verminderde en de klantervaring verslechterde, stapte Roemer Kamp & Partners over op het Performativ-platform om de operatie te moderniseren en een meer intuïtieve digitale omgeving tot stand te brengen.
Valuedge, een onafhankelijk vermogensbeheerbedrijf, werd beperkt door verouderde systemen die haar vermogen belemmerden om effectief gepersonaliseerde diensten aan te bieden aan zijn klanten. Om hun processen te stroomlijnen en te innoveren, zijn ze begonnen aan een digitaliseringstraject in samenwerking met Performativ.
Door toenemende regelgeving en operationele complexiteit verving vermogensbeheerder Aktiv Invest Partner hun spreadsheets met het Performativ-platform en bouwde ze een gestructureerd en schaalbaar operationeel adviesmodel.
Prepare Your Advisory Firm for the Future
Performativ gives asset managers the infrastructure required to deliver stronger investment outcomes, operate more efficiently, and grow with confidence. Book a demo now to explore the platform.