Performativ - Wealth Management Software
Katrin Lozada's work experience includes a role as a Software Developer at Performativ - Financial Solutions starting in 2022. Prior to this, they worked as a Java Developer at IBM from 2021 to 2022. In 2020, Katrin was a Full Stack Web Developer at cell 5, where they contributed ideas and suggestions in team meetings, designed database structures, and developed a full-stack web application. Katrin also has experience as an Assistant Manager at Software Ventures International from 2016 to 2020, where they developed application systems, worked on bug fixing and performance improvements, and maintained code quality and organization.
Katrin Lozada obtained their Bachelor of Science degree in Mathematics and Computer Science from Bulacan State University, where they studied from 2012 to 2016. Katrin has also obtained certifications in various fields, including "Banking Industry Jumpstart," "Enterprise Design Thinking Practitioner," "IBM Agile Explorer," and "Application Services Innovation - Java Foundations." These certifications were obtained from IBM, with the most recent one achieved in July 2021.
This person is not in any offices
Performativ - Wealth Management Software
1 followers
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.