This month, we’re switching things up a bit. In addition to announcing new and upcoming features, we’ll also take a closer look at a couple of existing features on the Performativ platform that we find particularly useful. We hope you enjoy the read!

In this month's edition:

• Fee management for automated and flexible billing
• Customizable document sharing notifications
• Local hosting
• Segment-based client reporting
• New and upcoming custodian integrations
• Pre-trade checks for smarter compliance
• The Wealth Manager's Guide to 2025
• New DORAedge features

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FEATURE FOCUS

Fee Management for Automated and Flexible Billing

Fee Management is a powerful tool in the Performativ platform designed to simplify and automate your client billing process.

Key Highlights:

• Automated Fee Calculation: Replicate your existing fee structures and have them automatically calculated when invoicing clients.
• Preview and Export: Generate previews to review billing details, ensuring everything aligns with expectations before finalizing.
• Ad Hoc Adjustments: Make manual changes directly within the system for complete flexibility.
• Seamless Invoicing: Once satisfied, generate and share invoices with all your clients quickly and efficiently.

This feature empowers you to streamline billing operations, reduce errors, and save time—all while maintaining full control over client invoicing.

Click here to explore how you can make the most of our Fee Management module.

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FEATURE FOCUS

Customizable Document Sharing Notifications

The Document Sharing Notification feature gives you full control over which shared documents trigger client notifications.

When sharing reports, invoices, newsletters, or signed contracts, you can decide which ones should notify clients and which should remain silent. This ensures that clients receive only the most relevant alerts while keeping their inboxes clutter-free.

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PLATFORM UPDATE

Local Hosting in Any AWS Region

Did you know that the database and file storage for the Performativ platform can be hosted locally in any AWS region—for example, to comply with local regulations?

We’ve just set up local hosting in Zurich, meeting the needs of wealth managers operating in Switzerland and beyond.

Interested in knowing more about local hosting for your region? Get in touch now at operations@performativ.com.

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NEW FEATURE AVAILABLE

Segment-Based Client Reporting

This new feature allows you to generate reports exclusively for clients within a specific segment, streamlining scenarios where reporting for only a subset of clients is required.

Key Benefits:

• Targeted Reports: Focus your reporting efforts on specific client groups or segments.
• Increased Efficiency: Save time by avoiding manual filtering and selection processes.
• Enhanced Flexibility: Tailor reports to align with segment-specific requirements or strategies.

This feature is perfect for scenarios like premium client reporting or handling distinct business units.

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NEW INTEGRATION AVAILABLE

New Custodian Integration: Nordnet (Norway)

We’re excited to announce a new custodian integration with Nordnet (Norway), allowing seamless access to their data on our platform. This integration enhances portfolio management by consolidating data efficiently, providing better insights and improved operational workflows.

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COMING SOON

Huddlestock, NNEK and Centevo Integrations

We’re expanding our custodian network with upcoming integrations for Huddlestock, NNEK, and Centevo. Stay tuned for more details as we continue to enhance connectivity and data accessibility on our platform.

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COMING SOON

Pre-Trade Checks for Smarter Compliance

Pre-Trade Checks will be a powerful new feature designed to ensure smarter and more compliant trading.

Here’s how it works:

• Rule Validation: When you make a trade proposal, the system will automatically run checks against all your existing rules.
• Instant Alerts: Receive immediate feedback if the proposal breaches any compliance rules or constraints you've set up.
• Enhanced Control: Make more informed decisions by ensuring trades align with your regulatory and operational guidelines.

This feature helps you trade with confidence, knowing that your checks are handled seamlessly before execution.

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INDUSTRY INSIGHTS

The Wealth Manager's Guide to 2025: Emerging Trends and Opportunities

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. Explore the key trends shaping the industry. Read the article.

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NEW DORAEDGE FEATURE

Register of Information

DORAedge users can now easily extract their Register of Information directly from the platform to submit it to Competent Authorities ahead of the reporting deadline this spring. DORAedge supports both consolidated and sub-consolidated reporting, making it easy for multi-entity groups to report their registers in the correct format, and with confidence.

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NEW DORAEDGE FEATURE

Incident Management

Our robust Incidents module enables entities to log, track, and report incidents end-to-end. Teams can now manage incidents within the context of their Register of Information, sourcing relevant details to streamline and speed up the reporting process, all while ensuring that reports are completed within the required time limits. Teams can then lead robust assessments on their ICT network after incident resolution.

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Get started with DORAedge

Sign up for a trial now or book a demo with our team to explore how you can make the most of the platform.

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