Performativ Pulse - February 2025
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
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.
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.
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.
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.
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.
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.
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.
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.
.png)
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.
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.
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.
Do you know someone who should receive our newsletter?
If you enjoy reading our newsletter, why not share it with someone who might too? Make sure they don’t miss out - subscribe them today.
Further reading
Simplifying Fee Management with the Performativ Portfolio Management System
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.
The Wealth Manager's Guide to 2025: Emerging Trends and Opportunities
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.
Performativ Pulse - January 2025
In this edition of our monthly newsletter: A new look, localization of Client Portal and App, greater flexibility with Multi-Segments, and DORA deadline.
Performativ launches DORAedge to help companies streamline their compliance with DORA
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.
Revolutionizing Wealth Management Operations: A Case Study on Valuedge Implementing Performativ
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.
Auto Rebalancing: A Key Tool for Multi-Family Offices
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.
The Digital Frontier: How Tech-Driven Wealth Management is Transforming Multi Family Offices Operations
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.
Performativ Secures €5.5m to Transform Europe's Underserved Wealth Management Sector
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.
Embracing the Future of Wealth Management: Advanced Generative AI
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.
Performativ has been awarded the Inn Booster grant
Performativ has been awarded a grant to advance our Settlement Engine and further the development of the platform.
Danish Startup Secures Funding for Asset Management Infrastructure
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.
.webp)
.webp)
.webp)
.webp)
.webp)
.webp)
