Performativ - Wealth Management Software

In our latest LinkedIn Live, Michael Gielkens, Owner & Partner at Tresor Capital, shared how a philosophy built on family-controlled holdings and benchmark-agnostic investing has driven consistent results beyond global benchmarks. His approach demonstrates how conviction, discipline, and the right digital infrastructure can translate investment philosophy into sustained performance. It’s a reminder that clarity of principles remains one of the strongest drivers of long-term success. Read the full summary and key takeaways of the session from Christian Lindvall in the comments ⬇️ #HighConviction #WealthManagement #InvestmentStrategy

AI might be everywhere, but not every use of it adds real value. That’s the message from Koen Marcel K Vanderhoydonk, CEO of The Connector., who joined Christian Lindvall on the latest episode of Wealth Insider to discuss how independent financial advisers across Europe can use AI more purposefully. Because, as Koen puts it, the real differentiator isn’t how much technology you use. It’s how thoughtfully you integrate it into your daily operations. Together, they explore how advisers can combine operational excellence, smart technology, and strong client relationships to stay resilient and relevant in a rapidly changing industry. 🎥 Watch the full episode via the link in the comments. #WealthInsider #WealthManagement #AI

In the second video of our series, Global Commercial Director Christian Lindvall shares his perspective on the wealth management industry. A key insight since joining Performativ: whether at a small wealth manager, a multi-family office, or a regional bank, the commitment to delivering an exceptional customer experience is universal. While inspiring, the sector is still in the early stages of adopting modern technology. This is a shift that will define future competitiveness. Interviewer: Christian Voss Pedersen #ClientExperience #DigitalTransformation #WealthManagement

What’s the most common mistake new family offices make when choosing technology? Jumping straight into vendor demos without a clear set of requirements. Without knowing what they truly need, families end up wasting time, energy, and budget on solutions that don’t fit. In this conversation with Christian Lindvall, Francois Botha (Founder & CEO, Simple) shares what family offices should do instead: starting with defining services, setting expectations, and using best practice as a foundation rather than reinventing the wheel. 📺 Watch the full episode of Wealth Insider via the link in the comments. #wealthmanagement #familyoffices #technology

Behind every successful advisory business is a financial engine that runs smoothly, reliably, and transparently. The Finance & Revenue tools on the Performativ platform ensure exactly that. It automates the calculation, management, and collection of fees, eliminating manual effort, reducing the risk of error, and creating a clear audit trail. But the impact reaches beyond operations. Transparent fee handling fosters trust with clients by making costs clear and understandable, while giving advisors confidence and control over structures, calculations, and collections. Instead of being a source of complexity, Finance & Revenue becomes an enabler of growth. It provides a scalable foundation for accurate processes, regulatory compliance, and stronger client relationships. 🔗 Discover how it supports sustainable growth via the link in the comments below. #WealthManagement #Finance #RevenueManagement

AI is not just another buzzword. It’s impacting how family offices are structured, how decisions are made, and how people work. Francois Botha, Founder & CEO of Simple, shares why this wave of AI innovation is unlike any past tech shift. It touches people, processes, and infrastructure simultaneously. The promise? Freeing teams from manual tasks so they can focus on relationships and strategy. In a space where trust and discretion are essential, the challenge is to embrace innovation while protecting what matters most. 🎙️ Interview by Christian Lindvall. 📺 Watch the full episode of Wealth Insider via the link in the comments. #AI #familyoffices #innovation 

In a world of data overload, the real advantage comes from understanding what truly matters. The Analytics & Intelligence layer on the Performativ platform turns scattered information into a clear and comprehensive view, allowing wealth managers and their clients to move beyond today’s numbers and anticipate what lies ahead. With forward-looking projections, scenario simulations, and consolidated perspectives across multiple portfolios, it brings clarity where markets often create noise and uncertainty. By combining rigorous analysis with intuitive presentation, it enables advisors to understand risk, test strategies, and measure performance in ways that truly matter.  The result is actionable insights, supporting transparency, strengthening confidence, and providing a deeper understanding of portfolio behavior and trends. 👉 Learn more via the link in the comments below. #WealthManagement #Analytics #PortfolioManagement 

Meet Martin Lanser, our new Solutions Delivery Manager 👋 Martin brings deep experience from working with large financial institutions, helping teams navigate the complexity of enterprise projects.  To stay productive, Martin leans on great playlists, pen and paper for solving tough problems, and the Scandinavian power combo: coffee + a cinnamon roll ☕️ We’re thrilled to welcome him at Performativ and can’t wait to see the impact he’ll make 🚀 #Welcome #Team #Performativ

A growing number of HNWIs are asking new questions: Where does our capital go? What do we stand for? What impact are we making? According to Francois Botha (Founder & CEO of Simple) family offices are evolving beyond financial returns. The next generation is prioritizing values-aligned investing, global thinking, and purposeful legacy planning. In this clip from Wealth Insider, François and Christian Lindvall discuss the rise of customer-first thinking in a traditionally opaque industry and how that’s changing everything. 📺 Access the full episode via the link in the comments. #impactinvesting #wealth #familyoffices 

Kicking off our three-part series with Global Commercial Director Christian Lindvall, we explore the priorities that shaped his first months at Performativ. Christian highlights three focus areas that remain central to driving commercial success: • Building trust across teams and the wider organization • Gaining deep product and client understanding • Establishing the foundation for a scalable commercial engine These priorities continue to guide Performativ’s growth and client impact. Interviewer: Christian Voss Pedersen #WealthManagement #Leadership #CommercialExcellence