Read About Our Latest News and Insights

In this edition of our monthly newsletter: Fee management, customizable notifications, local hosting, segment-based client reporting, new and upcoming custodian integrations, pre-trade checks, The Wealth Manager's Guide to 2025, and New DORAedge features.

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Managing fees in a portfolio management system can be a complex and rigid process. Traditional systems rely on hardcoded formulas or require extensive custom development to accommodate new fee structures. This lack of flexibility can be a major roadblock for wealth managers looking to adapt to evolving business needs. That's why we've designed our Fee Management module—a dynamic, scalable solution that empowers you to define and manage fees effortlessly, without needing additional programming or code changes. Whether you're working with flat fees, tiered structures, or intricate calculations, our flexible module ensures you have full control over how fees are applied.

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As we’ve stepped into 2025, the wealth management industry finds itself at the confluence of rapid technological advancements, evolving client expectations, and an increasingly complex regulatory landscape. For wealth managers, staying ahead of these trends is not just a competitive advantage – it’s a necessity.

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In this edition of our monthly newsletter: A new look, localization of Client Portal and App, greater flexibility with Multi-Segments, and DORA deadline.

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DORAedge will help companies in the financial sector and their ICT vendors more seamlessly comply with the Digital Operational Resilience Act ahead of the January 2025-deadline.

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Following the successful onboarding and implementation of Performativ's portfolio management system, Renco van Schie, Co-Founder, Partner, and Chief Investment Officer of Valuedge, an independent wealth manager based in the Netherlands, discusses the power of embracing technological partnership to drive innovation.

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Auto rebalancing is a game-changer in wealth management, especially for multi-family offices managing complex portfolios. It keeps high-net-worth families' investments in sync with their strategic goals, even amid market changes. Here we take a closer look at auto rebalancing and explain how our feature is different.

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Cutting-edge tech is revolutionizing wealth management, making elite, personalized financial strategies accessible for firms of any size. Here, we take a closer look at how the shift from traditional to innovative technologies and methods democratizes the industry, enabling every firm to cater to high-net-worth clients more effectively.

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Performativ’s recent seed raise of €5.5 million funding led by FinTech Collective will provide the capital to fuel this next stage of growth.

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Performativ's advanced generative AI feature, unveiled at Microsoft's Envision conference, empowers wealth managers of all sizes to deliver personalized client experiences and navigate the digital landscape as industry frontrunners.

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Performativ has been awarded a grant to advance our Settlement Engine and further the development of the platform.

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Performativ, spearheaded by CEO Albert Geisler Fox, has garnered significant investments for its platform, streamlining diverse portfolios for independent advisors and aiming to revolutionize expert financial advice accessibility.

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