Performativ

Multi-family offices managing clients across multiple custodians, holding structures, and asset classes routinely face the same problem: data that lives in too many places, reconciled too slowly, and reported too late. Performativ is a white-labeled wealth management platform built to address exactly that operational reality, offering a single environment where portfolio management, compliance, reporting, client onboarding, and fee billing coexist rather than being patched together from separate tools.

For multi-family office teams, the platform handles the full workflow span:

• Multi-custodian data aggregation with pre-built connectors to institutions including Nordea, Danske Bank, Julius Baer, and UBS
• Bulk rebalancing, FIX-gateway trading, and order routing across custodians with full audit trail
• Performance analytics covering TWR, MWR, Sharpe ratio, drawdowns, and more than 100 GIPS-compliant metrics
• Customizable branded client portal and mobile app with document management and in-app communication
• AI-assisted agents for portfolio monitoring, compliance flagging, and workflow automation under governed, auditable rules
• Fee calculation supporting tiered, blended, and entity-specific structures with direct invoice delivery

Headquartered in Copenhagen and serving clients across Europe, Performativ reports over 80 billion euros in client AUM on its platform. The pricing model combines a fixed annual or multi-year fee with AUM-based charges, though specific figures are not publicly disclosed. The platform is ISO 27001 certified and supports MiFID compliance with immutable audit trails and KYC workflow integrations. Firms that operate in a single geography with simple custodian arrangements or that already have a mature tech stack will find less marginal value here. The platform is most suited to multi-family offices and independent wealth managers in Europe seeking to consolidate fragmented operations under one governed, client-facing system.