Our final newsletter of the year. We hope you’ve enjoyed following along and look forward to sharing more product updates, news, and insights with you in 2025.

In this month's edition:

• A message from our CEO
• Updated design of the native app
• New custodian integration
• Asset class weight development widget
• Segment-based branding
• Deadline for DORA Compliance

‍

A Message from Our CEO

As we reflect on the year so far, it has been one of remarkable collaboration and growth – both in Performativ and its number of customers, but also a scaling year for our customers.

It was a year where we launched our first separate product to the Performativ Suite: DORAedge.  

It’s been fantastic to see existing and new customers use our technology to strengthen their digital operational resilience and prepare for DORA compliance.

If you have not already had a demonstration, please reach out to Marissa on our team at connect@doraedge.com. As a side note – it’s been so cool to see Marissa establish herself around Europe as a thought-leader on DORA.

In the beginning of the new year, we will share some updates of the big features we will be launching. It’s always a bit of a challenge to keep people on their toes for portfolio management systems, but I hope that I’ve intrigued you enough to keep an eye out for these updates.

Going into the new year, our commitment remains the same: to equip wealth and asset managers with the best tool kit, insightful solutions, and unparalleled support.

I wish you a joyous holiday season and a successful new year.

Warm regards,

Albert Geisler Fox, CEO, Performativ

‍

FEATURE UPDATE

Updated Design of the Native App

We’ve updated the design of the Native App to provide an even better client experience. With the App, clients can quickly and securely access their portfolios using biometrics—such as fingerprint or facial recognition—or with a pin code, offering them convenience and security anytime, anywhere.

‍

NEW INTEGRATION AVAILABLE

New Custodian Integration: ABN Amro

We have a new custodian integration available with ABN Amro, allowing you to access their data on our platform with ease. This integration seamlessly consolidates portfolio data for streamlined management and insights.

‍

NEW FEATURE AVAILABLE

Asset Class Weight Development Widget for Dynamic Dashboards

We’ve launched a few new and better reporting blocks to the UI. One of them is the new Asset Class Weight Development widget.

This widget is a powerful stacked area chart that visualizes your clients’ allocations to different asset classes over time. With this widget, you can gain deeper insights into allocation trends and make more informed decisions about portfolio adjustments.

‍

COMING SOON

Segment-Based Branding with Custom Color Themes and Logos

In the next couple of days, we’ll be launching a new feature that will bring even more flexibility to our platform: Segment-Based Branding. With this feature, you’ll be able to assign different color themes and logos to various segments of your business, e.g. Retail vs Private Banking or Institutional vs HNWI. This ensures each part of your business to have its own unique branding and reporting capabilities within the client portal and app.

This enhancement is perfect for organizations managing multiple business units or client groups, giving you the ability to tailor the visual identity of the portal and app to align with specific brands or audiences.

‍

DIGITAL OPERATIONAL RESILIENCE ACT

Deadline for DORA Compliance: January 17

With the deadline for the Digital Operational Resilience Act (DORA) on January 17, 2025 just around the corner, regulated financial entities will need to fulfill all of the requirements in the regulation.

That’s where DORAedge comes in. Designed to help you meet DORA’s regulatory requirements with ease, DORAedge simplifies compliance, centralizes governance and ICT network information, and saves critical operational time and resources.

DORAedge ensures that your organization can:

• Access a real-time overview of your organization’s compliance with DORA
• Proactively identify risks to stay ahead of potential disruptions or threats
• Seamlessly manage incidents with confidence and agility
• Efficiently report to the Competent Authorities and provide an audit log on-demand
• Collaborate and information share with internal and external stakeholders

Learn about more features that can help your organization.

Managing and continuously monitoring your ICT risk and compliance program beyond January 17 is critical to remaining DORA compliant. With DORAedge, this process becomes simpler and more efficient.

Get started with DORAedge now or book a demo with our team to explore 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.