Performativ Partners with Qvonto to Deliver Automated SFDR and PRIIPs Reporting for Performativ Clients
We’re excited to announce a new partnership between Qvonto and Performativ, the all-in-one wealth management platform. Performativ has built a reputation for helping wealth managers operate with greater efficiency, confidence, and compliance, bringing portfolio management, client reporting, compliance, and analytics into one seamless system.
To support their clients with the growing complexity of regulatory requirements, Performativ has integrated Qvonto’s platform to offer fully automated SFDR and PRIIPs reporting, which is now live and already used by the first users.
“This partnership reflects our dedication to equipping wealth managers with the tools they need to meet regulatory demands while keeping their focus on what matters to them most – delivering long-term value to clients.”
– Christian Lindvall, Global Commercial Director, Performativ
Simplifying Regulatory Reporting at Scale
The integration gives Performativ users direct access to Qvonto’s purpose-built solution for generating regulator-ready documentation without relying on spreadsheets, Word templates, or manual processes.
Portfolio Upload: Upload your entire portfolio in seconds
From SFDR reports and PAI tables to EET files and PRIIPs KIDs, Qvonto allows wealth managers to produce accurate, compliant documentation in just a few clicks. The platform features:
Instant AI-powered translations into 24+ languages
Seamless ESG data integrations (e.g. Matter, Sustainalytics)
Built-in audit trails and version control
Zero IT implementation—onboarding takes just days
ESG Analytics: View portfolio-wide ESG indicators and drill down to individual holdings
Already Live – and Delivering Results
The solution is already in production with the first Performativ clients, helping them meet near-term compliance deadlines, including the 30 June SFDR PAI submission.
“We’re proud to join forces with Performativ to make regulatory compliance effortless for wealth managers. Our shared mission is to simplify operational obligations and processes without compromising quality, and this partnership does exactly that.”
– Christian W. Lysholm, Managing Partner and CCO, Qvonto
SFDR Reporting Builder: Work directly in the digital SFDR module to generate compliant reports
What Performativ Clients Can Now Expect
Through this partnership, Performativ clients benefit from:
Automated production of all SFDR and PRIIPs documents
Built-in compliance with evolving EU regulations and templates
Significant time and resource savings
Multi-language support for cross-border requirements
Full visibility and traceability via audit trails
Qvonto’s platform ensures that every report is delivered accurately, on time, and in the correct format, minimising compliance risk and freeing up valuable internal resources.
Document Overview: See all reports at a glance – digital versions and PDFs (with audit trails)
A Proven Partner in Regulatory Reporting
Qvonto has already supported 30+ financial institutions across the Nordics, Benelux, and Switzerland, helping produce over 25,000 approved regulatory reports with a 100% acceptance rate from authorities.
If you're a Performativ client, you can leverage this proven solution directly via your existing platform setup. Reach out to your Performativ contact or get in touch with us at Qvonto to schedule an intro and demo.
Instant SFDR Report Generation: With a single click, generate a fully compliant SFDR report in PDF or digital format
