Performativ - Wealth Management Software
Simon Foldberg Jeppesen is a Technical Product Specialist at Performativ since October 2023, with prior experience as a Data Engineer at PP Capital Asset Management A/S from October 2020 to September 2023. Previous roles include Portfolio Manager at Haldager og Jeppesen from January 2019 to June 2020, Co-Owner and Assistant Portfolio Manager at Clavis Capital (2016-2020), and Statistics Instructor at Copenhagen Business School (2016-2017). In 2016, Simon was also a Mentor at MentorDanmark and a Business Developer at BookBuses (2015-2016). Academic credentials include a Master of Science in Finance and Investments from Copenhagen Business School (2018-2020), exchange studies at DTU - Technical University of Denmark and Nanyang Technological University Singapore, a Bachelor of Science in Economics and Business Administration from Copenhagen Business School (2015-2018), and participation in an International Summer School at Renmin University of China. An EF Advanced Diploma in English for Business was obtained from EF Boston (2014-2015).
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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.