We are excited to bring you the very first edition of Performativ Pulse. This monthly newsletter will be your direct line to new features, updates, and key information about our ever-evolving Performativ platform and wealth management in general.

In this month's edition:

• Introducing our new App Store
• Personalized client communication
• Client groups
• How to become DORA-compliant

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NEW FEATURE AVAILABLE

Introducing our new App Store

Our newly launched App Store on the Performativ platform is designed to enhance your portfolio management experience. It offers a curated selection of plugins that you can enable or request access to, tailored to meet the evolving needs of your business. Currently, we offer plugins across these key categories:

• KYC (Know Your Customer): Streamline compliance and client onboarding with advanced KYC tools
• Custodians: Seamlessly integrate with custodians for efficient asset management
• ESG data: Access reliable ESG data to align your investments with sustainable practices
• Compliance: Ensure regulatory compliance with robust solutions

Book a demo with our team today to explore the App Store and the full capabilities of the Performativ platform.

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NEW FEATURE AVAILABLE

Personalized user invites and notifications

This feature allows you to customize client and team communications, ensuring that every message reflects your organization’s tone and values. Whether you're opting for a more personal approach or maintaining a professional tone, it enables you to tailor your invitations and notifications to align with your brand's voice - ultimately creating more meaningful interactions.

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NEW FEATURE AVAILABLE

Client Groups - View collective performance with ease

Our Client Groups feature is ideal for clients who want a comprehensive view of their wealth across multiple accounts. For instance, families with multiple investment portfolios can now be grouped together, enabling them to monitor and assess the overall performance of their combined assets. This consolidated view provides valuable insights, helping you track progress towards financial goals and make informed decisions with ease.

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Digital Operational Resilience Act (DORA)

Get DORA-compliant with DORAedge

To help you stay ahead of regulatory requirements, we’ve introduced DORAedge, a tool designed to simplify compliance with the Digital Operational Resilience Act (DORA) ahead of the January deadline. Non-compliance with DORA could result in fines of up to 2% of your annual turnover. While access to DORAedge is currently limited, signing up for the waitlist ensures that you will be among the first to gain access.

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Thank you for reading the first edition of Performativ Pulse.

We look forward to keeping you updated on important news and features going forward.