Your clients don't need to call you for a portfolio update. They can see it themselves.
Performativ gives you a fully white-labelled portal and mobile app for your clients - portfolio data, reports, and performance in their hands, any time. So, your team stops fielding status calls and starts having the conversations that actually matter.
€100B+
€100B+ AUM on platform
AUM on platform
1,500+
1,500+ Advisors across Europe
Advisors Freed from Status Update Calls
60hrs
60hrs Saved per firm, recurringly
Saved per firm, recurringly
100%
100% EU Data Residency
EU Data Residency
€100B+ AUM on platform
1,500+ Advisors across Europe
60hrs Saved per firm, recurringly
100% EU Data Residency
Connected to your Custodians
Every 'how is my portfolio doing?' call is time your team isn't spending on advice.
Client self-service isn't a nice-to-have feature. It's a structural change in how your team spends its time. Click each to see what that looks like with Performativ.
Your clients call because they have no other way to check their portfolio
It is not that your clients are demanding. It is that they have no self-service option. Every call your team takes to answer a basic portfolio question is a call that displaces time for actual advice - and erodes the perception that your firm is modern.
Performativ solves this
A fully white-labelled client portal and mobile app with portfolio data, performance, and reports. Your clients check for themselves. Your team answers fewer calls.
Client Portal & Mobile App: portfolio access on web, tablet, and mobile.
Daily performance updates: 'Your portfolio is up 1.35% today' before they ask.
White-labelled as your firm: your logo, your brand, your client relationship.
Client meetings become status updates when clients aren't already informed
When clients arrive at a meeting without clear visibility into their portfolio between reviews, the first twenty minutes are spent reviewing what happened - not on what to do next. The advisor's expertise is underused. The client's valuable time is ultimately wasted.
Performativ solves this
Clients who have continuous access to their portfolio arrive informed. Meetings become advisory conversations, not status briefings.
Automated reporting delivered on schedule, ensuring clients are informed before every meeting.
Customizable dashboards that present the information most relevant to each client in a clear, accessible format.
Secure client communication and document sharing in one centralized platform.
Built-in messaging that enables advisors and clients to communicate directly through secure 1-to-1 conversations.
Clients who can't access their portfolio digitally wonder why not
Clients manage their banking, their insurance, and their supermarket loyalty points on their smartphone. When they cannot access their investment portfolio in the same convenient way, the comparison is unflattering - even when the advice is excellent.
Performativ solves this
A modern, white-labelled digital experience that matches the expectations your clients already have from every other financial service they use. Built on your brand, not ours.
Native mobile app: iOS and Android, available in app stores under your brand.
White-labelled experience across all channels: advisor portal and client portal.
Advisor portal: one unified workspace connecting to the same client-facing data.
Free guide · No sales call · No commitment
The Advisor's Guide to More Meaningful Client Conversations
The advisors we work with across Europe aren't trying to give clients a better app. They're trying to have better conversations. This guide is about what changes - for the advisor and the client - when clients can see their portfolio without having to make a call.
What client self-service does to meeting quality - and why most advisors underestimate the shift
The one thing clients check most between meetings - and what it tells you about what they actually want from the relationship
Why white-labelling matters more than the features - and what clients attribute to their advisor vs. their advisor's tools
Your brand. Their device. Portfolio data.
Performativ's client portal and mobile app give your clients continuous access to their portfolio - performance, reports, and communication - under your firm's name and brand. Your advisors get the same view in their own workspace. One system. One truth. Customized to each role.
Client Portal & Mobile App - web, tablet, and mobile, native to iOS and Android app stores.
White-labelled across all channels - your logo, your colors, your client relationship.
Advisor Portal - one workspace: portfolios, clients, reports, and compliance.
Integrated client communication - documents and updates in one secure environment.
Clients who read their reports ask better questions.
Automated, white-labelled reports are delivered directly to your clients on schedule. By the time your client opens the app, their portfolio report is already there - formatted to be read, not filed. Meetings start at a different level when clients come in already informed.
Automated & on-demand reporting - scheduled delivery or triggered on demand.
Customizable dashboards - role-based views for advisors, compliance, and clients.
Performance, cost, and regulatory reporting from one consistent data model.
Integrated document delivery - reports, statements, and communications in one place.
What advisors see and what clients see start from the same data.
The advisor and client portal are built on the same underlying portfolio data. Advisors can tailor what clients see, ensuring they have access to the information that matters most, presented in a clear and intuitive way. No disconnected systems. No conflicting information. No unnecessary complexity.
Consolidated portfolio data - holdings, transactions, and performance in one model.
Performance & benchmarking - consistent methodology, visible to both advisor and client.
Risk & exposure analysis - monitor concentration and compliance.
Rebalancing & order management - act directly from the advisor workspace.
See what your clients would experience - in 30 minutes.
We'll show you the client portal, the mobile app, and the advisor’s workspace - all from the same portfolio data.
Trusted by leading european wealth managers
What Wealth Managers Value Most About Performativ
Ernst Jansen
Roemer Kamp & Partners
"With Performativ, our clients get portfolio access anytime, on any device."
Client Experience
Read the case study
Tonny Elsberg
Co-Founder & Partner, TOBA Advice
"It's now easier to explain portfolio performance and investment decisions to our clients."
Advisory Conversations
Watch the TOBA story
Aktiv Invest advisor
CEO & Founder, Aktiv Invest Partner
“I've saved 60 hours of recurring admin work with Performativ.”
Reconciliation
Read the case study
Ready to see what your clients would experience?
30 minutes. We'll walk you through the client portal, the mobile app, and the advisor’s workspace - and show you what the setup looks like for a firm like yours.
Live demo of the client portal and mobile app - as your clients would see it
We'll show our white labelling capabilities and how branding works in practice
Q&A with your specialist - William Metcalfe
A consultative demo focused on your firm's needs, not a generic product presentation.
€100B+ AUM on platform
1,500+ Advisors across Europe
100% EU Data Residency
"I'll walk you through it personally - no slides, no script, just your setup on screen."
Book your walkthrough
Pick a slot.
Questions we hear before every client experience conversation.
The firms we see with highest client adoption launch the portal with a simple, personal email from the advisor: 'Here is your new portfolio view.' Clients who already ask for updates by email or phone are the fastest adopters - they finally have a direct answer that doesn't require a call.
Fully white-labelled. Your firm's logo, your brand colors, your domain. Clients experience it as your service - not Performativ's. The mobile app is published under your firm's name in the App Store and Google Play.
The client portal and mobile app are part of the standard onboarding - not a separate implementation project. Our onboarding team manages the setup alongside the rest of the platform. Implementation timelines vary depending on your firm's requirements, integrations, and reporting setup.
Throughout the process, you'll work closely with a dedicated regional specialist, supported by our product and technical teams, who will guide onboarding, custodian connections, data validation, and report configuration. We stay in close contact throughout the implementation to ensure a smooth transition and successful go live.
That decision is entirely up to the advisor. You control what information is made available through the client portal and can tailor access based on each client's needs. Clients can be given access to portfolio data, performance updates, reports, documents, and communication history, while internal workflows, compliance processes, trading functionality, and advisor-only notes remain private. Access is role-based and fully configurable.
Yes. Data is hosted on AWS in European and Swiss data centres, depending on client requirements. We support regional data residency needs, and all data is encrypted both in transit and at rest. Access controls and authentication mechanisms are designed to help protect client information, while supporting the security and regulatory requirements of European wealth managers, including GDPR.
€100B+
€100B+ AUM on platform
AUM on platform
1,500+
1,500+ Advisors across Europe
Advisors across Europe
60hrs
60hrs Saved per firm, recurringly
Saved per firm, recurringly
100%
100% EU Data Residency
EU Data Residency