
Facing growing regulatory demands and operational complexity, wealth manager Aktiv Invest Partner replaced spreadsheets with the Performativ platform to establish a structured, scalable advisory operating model.

Performativ integrates with ABN AMRO to provide wealth managers and asset managers with automated access to custody data directly within the platform. By connecting ABN AMRO accounts to Performativ, firms can consolidate transactions, balances, and corporate actions to support portfolio management, analytics, and client reporting.
Multi-Custodian Consolidation
The integration supports firms operating with multiple custodians, enabling portfolio data from ABN AMRO to be consolidated alongside other banks and brokers within a single operational environment.
Automated Custody Import
The Performativ integration with ABN AMRO enables wealth managers to automatically import custody data into a centralized portfolio management platform. This allows firms to streamline reconciliation processes, monitor portfolio activity, and generate consistent reporting across client accounts.
ABN AMRO Bank N.V. is a leading Dutch financial institution headquartered in Amsterdam. The bank serves more than five million clients, including private individuals, wealth management clients, and corporate businesses across the Netherlands and Northwest Europe.
Its services include retail banking, private banking, investment services, and corporate banking, alongside specialized capabilities such as clearing and capital markets support. For wealth managers and professional investors, ABN AMRO provides custody, trading, and investment services supported by a strong digital banking infrastructure.
The bank positions itself as a personal bank in the digital age, combining long-standing banking expertise with modern digital services and advisory capabilities.For more information, visit the ABN AMRO website.
Amsterdam, Netherlands
Headquarters
1991 (with roots dating back to 1824)
Founded
5+ million
Clients
Retail banking, private banking, custody, investment services, corporate banking
Core Services
Netherlands and Northwest Europe
Key Markets
Through the Performativ integration, the following custody data from ABN AMRO can be automatically imported and standardized within the platform:
This allows firms to maintain an accurate and continuously updated view of portfolio activity.
Performativ supports trading connectivity with ABN AMRO, enabling wealth managers to route orders through established trading infrastructure.
Order Handling
FIX connection (automated and manual)
Order Handling
FIX connection (automated and manual)

Many wealth managers maintain relationships with multiple banks and custodians. While ABN AMRO provides custody and trading services, firms often require a centralized platform to manage portfolio data across these relationships.
Performativ enables wealth managers to integrate ABN AMRO accounts alongside other custodians, creating a unified operational environment for portfolio oversight, analytics, and client reporting.
By connecting custody data to a dedicated portfolio management platform, firms can:
Consolidate portfolios across custodians
Streamline reconciliation workflows
Analyze performance and exposures across accounts
Reduce manual operational processes
Deliver consolidated client reporting
This approach allows wealth managers to maintain flexibility in their custodian relationships while operating within a single portfolio management system.
Yes. Performativ integrates with ABN AMRO to allow wealth managers and asset managers to automatically import custody data into the platform. This integration enables firms to access transaction records, balances, and corporate actions from ABN AMRO accounts within a centralized portfolio management environment.
Through the ABN AMRO integration, Performativ can import several types of custody data, including security transactions, cash transactions, portfolio balances, and corporate actions. This data is standardized within the platform so wealth managers can monitor portfolio activity, perform reconciliation, and generate client reporting.
Yes. Performativ supports multi-custodian portfolio management, allowing firms to combine ABN AMRO accounts with accounts held at other custodians and banks. This enables wealth managers to maintain a consolidated view of portfolios, performance, and exposures across multiple custody relationships.
Wealth managers using Performativ can enable the ABN AMRO integration by contacting their account manager. Once access permissions are confirmed, custody data from ABN AMRO accounts can be synchronized with the platform to support portfolio management, reconciliation, and reporting workflows.
Wealth managers often integrate custodians such as ABN AMRO with a portfolio management platform to centralize portfolio data and reduce operational complexity. By importing custody data into a dedicated system, firms can streamline reconciliation, analyze portfolio performance, and deliver consolidated reporting to clients.