Performativ - Wealth Management Software
Christian Lindvall currently serves as the Global Commercial Director at Performativ, a wealth management software company, since January 2025. Prior to this role, Christian was Head of Sales EMEA at Factbird from September 2022 to January 2025 and Head of U.S. Sales at Hello Retail from January 2021 to October 2022. Previous experience includes serving as Sales Manager Autos at OfferUp, and a range of roles at Amazon, including Partner Manager for Automotive UK and various business development positions. Christian holds a Bachelor of Arts degree in English with a focus on Creative Writing from Arizona State University.
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Performativ - Wealth Management Software
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Performativ makes it easier for financial services companies to deliver high-quality reporting on financial and non-financial metrics. By leveraging proprietary data models and open banking-based technology, Performativ connects banks and custodians with investors and asset managers. Small firms that were previously unserved by the market’s currentvendors can now deliver best-in-class reporting.With a couple of clicks financial institutions can: * provide clients and investment managers aggregated, real-time portfolio information in a white-labeled universe. * customize contracts and rebalancing proposals * streamline regulatory reporting * make sure they are up to date with locally relevant KYC/AML guidelines; * charge and verify fees for investment management services;* monitor and set up alerting regimes for the client and investment managers;and much more.As the only provider in the space, we are completely agnostic of other back-office systems (featuring a proprietary AI-powered integrations with custodians and brokers). Investment firms can select only the relevant part of our offering that compliments their business. Also we allow full control through a state-of-the-art API.