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A Trusted Ecosystem
Seamless integrations and trusted partnerships that enhance your experience with our wealth management platform.
Powerful on its own. Unstoppable with the right connections.
Managing complex portfolios isn’t just about having the right tools; it’s about connecting those tools to the rest of your ecosystem. At Performativ, we believe that operational efficiency, accuracy, and elevated client experiences all begin with integration.
Integration-First by Design: Performativ is a modular platform built for seamless integration with top custodians and data providers.
Accuracy that Scales: From reconciliation to consolidated reporting, every asset and decision is driven by synchronized, real-time data.
Built for Growth: You focus on growing and protecting your clients’ wealth. We handle the complexity behind the scenes.
Our Integration Network
Performativ connects directly with a wide range of custodians. Whether you’re overseeing multi-entity family wealth, institutional portfolios, or private investments, our integrations help you consolidate data across accounts, providers, and jurisdictions.
Custodians
Direct, secure connections to your trusted banking partners, brokers, and other financial service providers.
A leading Dutch bank offering a wide range of banking and investment services.
Independent European financial services provider specializing in trading and investment solutions.
Swedish online bank and broker focused on savings and investments.
Swiss cantonal bank providing retail, private, and institutional banking services.
Nordic provider of portfolio and fund management systems.
International wealth management and securities services firm.
One of the largest financial institutions in Northern Europe, serving private and corporate clients.
Swedish fund company offering tailored fund solutions and administration.
Norwegian investment and brokerage firm with global reach.
Swedish fund marketplace and platform provider.
Nordic wealth management firm serving private individuals and institutions.
Global investment banking, securities, and asset management firm.
Nordic bank with a decentralized model and focus on relationship banking.
Wealthtech company delivering digital investment and trading solutions.
Dutch private bank focused on wealth management and investment services.
Global brokerage firm offering access to markets worldwide.
Swiss private banking group specializing in wealth management.
Danish bank providing retail and corporate financial services.
Swiss provider of pension and wealth management solutions.
Diversified global financial services platform for trading and investments.
Dutch asset management firm with tailored investment solutions.
Leading Nordic bank offering full-service banking and investment solutions.
Online savings and investment platform in the Nordics.
Danish financial institution providing mortgage, banking, and investment services.
Danish bank focused on private and corporate banking.
Global investment bank specializing in online trading and investment platforms.
Danish retail and commercial bank with nationwide presence.
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Financial institution offering private and corporate banking solutions.
One of Denmark’s largest banks, offering a wide range of financial services.
Global financial services firm providing wealth management, investment banking, and asset management.
Dutch wealth manager and private bank with a focus on investments.
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Liechtenstein-based private bank with an international presence.
Data & Technology Partners
Strategic partnerships that help power security, insight, and automation across your workflows.
Digital identity verification platform for financial services.
Regtech firm automating compliance and regulatory reporting for wealth managers.
AI-powered platform for sustainability and ESG data insights.
Wealthtech company offering digital investment and advisory solutions.
Associations & Platforms
We collaborate closely with key industry associations and platforms, aligning Performativ with the latest industry standards and innovations.
Industry initiative driving open wealth API standards.
Dutch association for financial professionals and advisors.
Global knowledge hub and marketplace for the wealth management sector.
A global knowledge platform helping family offices simplify growth with tools, insights, and resources.
How It Works
An integrated ecosystem means smoother operations and smarter decisions. Here’s what happens when you plug into Performativ:
Connect
Securely link your custodian accounts and financial data sources. No manual uploads, no messy exports.
Aggregate & Reconcile
Our platform aggregates, cleans, and reconciles incoming data to deliver a consistent, reliable view across portfolios.
Analyze & Report
Use insights, performance metrics, and reporting dashboards that reflect your client portfolios accurately and effortlessly. This enables our clients to streamline workflows typically handled by separate investment reporting software.
Become a Partner
Let’s build the future of wealth management together.
Are you a financial institution, technology provider, or data platform?
Performativ is committed to building long-term, high-trust partnerships that drive better outcomes for clients worldwide.
We’re always open to new integrations that expand what's possible for our clients. If you're interested in working with us, reach out.
Talk to Our Partnerships Lead
Marissa Weiss
Commercial Partnerships Manager
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