
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.

Multi-Custodian Consolidation
Automated Custody Import
Multi-Custodian Consolidation
Automated Custody Import
Headquarters
Founded
Clients
Core Services
Key Markets


Danish regional bank providing retail, private, and corporate banking services.
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Dutch multinational banking and financial services group with a strong cooperative foundation.
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Swiss private bank specializing in wealth and asset management services.

International life insurance and investment solutions provider serving advisers and institutions.

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.
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