Liat Ram currently serves as an Executive Assistant at Performativ, a wealth management software company, since November 2023. Prior experience includes serving as Head of Business Operations at Contigo Capital, a FinTech firm focused on innovative home-loan products, from October 2022 to November 2023. Liat also held the position of Executive Assistant to Nadav Zafrir at Team8 and has taken on various leadership roles, such as National Director at Israel Bonds and Assistant Director at AJC Global. Earlier career experiences include business development and project management roles at the Federation of Israel Chamber of Commerce and the Israel Export and International Cooperation Institute. Liat holds a Master of Arts in Law Studies from Bar-Ilan University and a Bachelor of Arts in International Relations and Conflict Resolution from Reichman University, along with an Executive Certificate in Marketing Management from Tel Aviv University.
This person is not in any teams
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.