Engage. Advise. Manage. Support.

Award-winning, end-to-end digital transformation solutions for next generation 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.

  • Acquire qualified client leads
  • Engage inactive clients
  • Stimulate and empower advisors
  • Educate employees and clients

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Digital Advice

Use data-driven tools to transition from a commission-based product sales to a portfolio advisory model. Our technology allows you to deliver tailor-made recommendations and incorporate your in-house views and research to clients to increase overall conversion.

  • Equip your team with digital portfolio construction and analysis tools
  • Generate data-driven portfolios and intelligent proposals
  • Deliver client-facing tools and reports
  • Inject bionic advisory into the traditional human advisory approach

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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.

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

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Digital Operations

Reduce the burden of your operations department whilst upholding the highest standards in efficiency. Our digital operations modules help you create time-efficient and cost-effective workflows, tailored to your organisation’s needs.

  • Digitize account opening forms
  • Digitised operational workflows
  • Automated fee and commission calculation

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OUR CREDENTIALS

2011

Founded by two finance professionals

>60

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
  • Report

THE CHERRY ON THE CAKE

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FANCY TRAVELLING?

We have 6 offices around the globe.
Come and visit us when you’re in town!

Hong Kong (HQ)

Cyberport 1, Suite 813/814
100 Cyberport Rd

+852 3157 1230
sales@privetechnologies.com

Singapore

10 Winstedt Rd,
Singapore 227977

+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