Performativ - Wealth Management Software
Marissa Weiss is a skilled professional in sales and partnerships within the wealth management software sector, currently serving on the commercial team at Performativ since March 2024. Previously, Marissa held various roles at AlphaSights from January 2019 to February 2024, including Manager of Integrated Services, where responsibilities included operationalizing and commercializing new services aimed at enhancing research value for corporate and investment clients across the EMEA region. Marissa also contributed as an associate in the Manager Development Program, where expertise in researching and recruiting industry experts supported management consultants. Earlier experience includes working as an associate in technology and management consulting at RSM US LLP, where Marissa collaborated with various companies to implement customized enterprise resource planning solutions. Marissa's educational background includes a Bachelor of Science in Business Administration from Bucknell 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.