The All-in-One Solution for Asset Managers

Your edge is performance. Ours is making sure nothing slows it down.
Privé gives asset managers one platform to build portfolios, optimize strategies, and execute trades with precision.

Why Asset Managers Choose Privé

The Full Portfolio Lifecycle. One Platform.

We combine proposal generation, strategy management, A.I. optimization, and execution into a single, integrated platform. Our tools ensure faster decisions and greater adaptability.

Seamless Integration. Simplified Workflow.

Simplify asset management with our unified platform. Our all-in-one system connects investment strategies, data, and compliance in one solution, guaranteeing your operations remain compliant and efficient.

Smarter decisions. Driven by AI.

Our patented portfolio curation tool, PrivéAI-go®, offers Asset Managers real-time market data, AI analytics, and risk profiling to deliver better-aligned portfolios and better outcomes for your clients.

Automated Processes. Reliable Execution.

Automate execution workflows with precision. From rebalancing logic to trade routing, Privé ensures audit-ready processes and seamless broker integrations.

Full Transparency. Next-level Insights.

With AI Insights, you can track performance, fees, and retrocessions with clarity. Experience full transparency, simplified reporting, and compliant workflows - all from AI-Driven responses with established regulatory guardrails.

Designed for Growth. Built for flexibility.

Our modular platform grows with you. From single-use tools to full-stack discretionary and advisory platforms, our tools are tailored to your business model and client base.

Asset Managers’ Solution Suite

Privé's tools are flexible, scalable, and built for peak performance. Our solutions are curated just for asset managers:

Onboarding & Client Profiling

— Faster onboarding. Smarter Insights.

Digitize your client onboarding process with KYC, AML, risk profiling, and investment suitability. Personalized and compliant from day one.

  • Digital Onboarding (Veridate)
  • Risk Profiling & Preferences Intake (Privé Flex)
  • A.I. Portfolio Match & Proposal (PrivéAI-go®)

Advisory Platform

— Guided journeys. Intelligent advice.

Simplify risk profiling, portfolio optimisation, and proposal creation with a unified platform.

  • Portfolio Proposal Engine
  • Investment Explorer
  • Risk Profiling + Preferences Intake
  • A.I. Portfolio Comparison & Construction (PrivéAI-go®)
  • Digital Proposal Generation
  • Optional add‑on functionality: Order Execution, Reporting, Omnibus Custody

Discretionary Platform Portfolio Engine

— Automate intelligently. Scale confidently.

For asset managers running model portfolios, mandates, or centralized strategies.

  • Strategy Management
  • Portfolio Proposal Generator
  • Rebalancing Engine
  • Order Management
  • Reporting & Oversight
  • Optional add‑on functionality: Omnibus Custody, Fully Managed Service (via Axial)

Reporting & Oversight

— Turn data into decisions.

Bring clarity and control to your reporting. Privé’s tools can deliver transparency across portfolios, fees, performance, and retrocessions.

  • Reporting & Analytics
  • Fee & Retrocession Tracking
  • Advisor Payout Management
  • Audit‑Ready Workflows

The future of asset & wealth
management isn’t coming, it’s here.

Let us bring you there.
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