Performativ - Wealth Management Software
Steffen Pedersen is a finance professional with a strong background in wealth management and asset management. Currently serving as a Senior Product Specialist at Performativ since June 2023, Steffen previously held roles at Artha Kapitalforvaltning from April 2016 to June 2023, including Middle Office Specialist and Portfolio Analyst, where responsibilities included supporting the asset management team, developing the IT platform, and performing analytical work and customer reporting. Steffen holds a Master’s Degree in Finance and Investments and a Bachelor’s Degree in HA Almen Erhvervsøkonomi, both from Copenhagen Business School.
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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.