Engage. Advise. Manage. Support.

Award winning end-to-end digital transformation solutions for next gen wealth management.

OUR SOLUTIONS

These tried and tested solutions allow you to go-live
faster, cheaper and with lower implementation risk.

Digital Engagement

Client acquisition and engagement solutions to help you find new clients, and do more with those you already have.

  • Acquiring qualified client leads
  • Stimulting dormant clients
  • Exciting and empowering advisors
  • Educations employees and clients

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Digital Advice

Transform your business from product sales to portfolio advisory. Our technology allows to you bring tailor made advice to all client segments, while incorporating your inhouse intelligence, such as your house view. You may also choose to support advisor inclusion with a hybrid, bionic approach.

  • Evolving from product push to portfolio advice
  • Giving clients digital tools and self-service
  • Generating intelligent portfolios and proposals
  • Equipping advisors with tools to impress clients
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Digital Portfolio Management

Leverage technology to monitor and report on a large number of portfolios, and then rebalance and generate orders at the click of a button.

  • Managing a large number of client portfolios
  • Rebalancing positions across bulk portfolios and proposals
  • Backend servicing of front end robo-execution
  • Delivering reports and alerts to clients and advisors

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Digital Operations

Reduce the burdens of your operations department whilst upholding the highest standards in efficiency. Our digital modules create time and cost efficient workflows, tailored to your organisation.

  • Digital account operning and digitized forms
  • Digitizing operational workflows
  • Converting text risk warnings and notices to speech
  • Automating fee and commission calculations
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OUR CREDENTIALS

2011

Founded by two finance professionals

>100

Employees across three continents

60+

Institutions using our technology

>3,000

Individual advisors using our platform

The 14th fastest
growing company in Asia

– Financial Times FT1000

AWARD-WINNING TECHNOLOGY

Thank you for the recognition!

NEWS AND INSIGHTS

  • All
  • Insights
  • Newsflash
  • Press

THE CHERRY ON THE CAKE

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FANCY TRAVELLING?

We have 6 offices.

Hong Kong (HQ)

Cyberport 1, Suite 813/814
100 Cyberport Rd

+852 3157 1230
sales@privetechnologies.com

Singapore

5 Temasek Boulevard
#10-06 Suntec Tower 5, 038985

+65 6631 8399
sales@privetechnologies.com

Kuala Lumpur

PH 14, 16-1 Level 16, Wisma UOA Damansara II, 50490

+6 03 2011 9888
sales@privetechnologies.com

Taiwan

6F, No 516 Neihu Rd, Sec.1,
Neihu District, Taipei

+886 932 044 048
sales@privetechnologies.com

Germany

Bavariaring 44,
80336 München

+49 89 380124710
sales@privetechnologies.com

Austria

Wollzeile 1-3, 3. St., Top 3.1
1010 Vienna

+43 1 688 37 66
sales@privetechnologies.com