ILAS Journey (Privé Flex)

From Onboarding to Portfolio Launch. Fully Digital. Fully Compliant.

Privé Flex manages the complete ILAS workflow on one platform. Digital onboarding, risk profiling, goal setting, and AI portfolio construction integrate with real-time monitoring and automatic compliance checks. Result: faster ILAS setup, consistent suitability assessments, and portfolios aligned with client goals and regulations.

Why Choose Privé

Faster Onboarding. Compliant from Day One.

Digitize ILAS client onboarding with integrated KYC, AML, and suitability workflows. Capture investment preferences, current holdings, and risk profiles in one guided process that is fully compliant across jurisdictions.

Goal-Linked Portfolios. Automatically Adjusted.

Connect client goals directly to ILAS portfolios. Real-time data feeds trigger automatic recalculations and adjustment recommendations when markets shift or client circumstances change.

AI-Optimized Allocation. Tailored in Seconds.

The PrivéAI-go® engine constructs ILAS portfolios based on CIO views, investment mandates, and risk constraints. Compare portfolio options to identify optimal allocation before implementation.

Continuous Suitability. Embedded Guardrails.

Suitability, eligibility, and policy constraints are monitored continuously throughout the ILAS lifecycle. Hard-rule blocks prevent non-compliant trades, while soft-rule alerts capture justification for exceptions.

Consistent Client Engagement. Scalable Delivery.

Convert CIO market views into localized, client-ready updates. Deliver personalized ILAS portfolio reports and insights across your entire client base with consistent messaging and branding.