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.

• Multi-custodian portfolio aggregation and reconciliation
• Client reporting and branded portal delivery
• Portfolio rebalancing and order management
• Compliance monitoring and MiFID reporting
• Fee calculation and invoice management
• Family entity and ownership structure management

• Multi-custodian data aggregation with automated feeds
• White-labeled client portal and mobile app
• Bulk rebalancing and FIX-gateway trading
• 100+ GIPS-compliant performance metrics engine
• AI agents with governed, auditable execution logic
• Custom and automated reporting including Python-based templates
• KYC workflow integrations with third-party identity verification
• Fee management supporting tiered and entity-specific structures
• Private equity, real estate, and alternative asset tracking
• Open API and AgentKit builder for custom integrations

Built for Multi Family Office (MFO), Single Family Office (SFO), Advisors / Wealth Advisors (RIA), Investment Teams.

Our product is ready to use with minimal required configuration. However, we offer customisation and adaptation of widgets displayed to meet your and your customer's needs.

Onboarding support, best practices guidance, and ongoing success support from the Performativ team