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Bring portfolio data from multiple custodians into one reliable view for reporting, oversight and client conversations. Performativ helps wealth teams reduce manual work and work from a clearer, more consistent data foundation.

When portfolio data comes from multiple custodians, accuracy and consistency become harder to maintain. Performativ consolidates custodian data into one reliable view, giving wealth managers greater confidence in the data behind reporting, reviews, and portfolio decisions.

As client books grow, portfolio oversight becomes harder to manage across accounts, custodians, and reporting workflows. Performativ gives wealth managers one clear view of portfolio data, AUM, reporting, and control, so teams can operate with greater clarity across the firm.

Manual oversight does not scale easily across a growing book of client portfolios. Performativ gives wealth managers a live view of portfolio alignment against strategy, helping teams identify drift earlier and prepare more confidently for client reviews.

Which portfolio needs your attention today? Performativ helps portfolio teams identify deviations early, prioritise what matters, and focus on the portfolios that actually require action.

Yesterday, Anthropic launched Claude for Financial Advisors. By connecting AI with custodians, portfolio platforms, CRMs, and planning tools, the new offering addresses a problem the industry knows well: valuable data and essential workflows are distributed across too many separate systems. The announcement validates a broader shift already underway. AI for wealth management cannot operate in isolation. It needs trusted portfolio data, clearly defined permissions, human oversight, and a detailed understanding of the firm’s everyday workflows. That is the environment we have built for European advisors. We bring portfolio management, trading, analytics, reporting, compliance, client data, and multi-custodian connectivity together in one operating system. Through integrations and APIs, it also connects with the other platforms firms rely on, allowing data and workflows to move across their broader tech stack. Our embedded AI agents operate within this connected ecosystem to automate core operational processes. And because European advisors need more than powerful technology, we host our clients’ data in the EU. We also believe that technology should bring people closer, not remove them from the equation. Our clients have a direct line to our team, and those conversations go beyond day-to-day support. Their feedback plays a direct role in how we continue to develop our system. Explore what we can do for you: https://lnkd.in/eNfC9sr4. #ai #wealthmanagement #connectivity