The All-in-One Solution for Private Banks

Trusted by top private banks across Asia. With Privé, you’re in the company of market leaders.
High Net Worth and Ultra High Net Worth clients expect tailored advice, seamless processes, and total transparency. Privé provides the digital solutions that your private bank needs to exceed expectations.
Features

Why Private Banks Choose Privé

Client Lifecycle Management. In One Platform.

Manage the entire client lifecycle in a unified system. Automate compliance with Agentic AI and access real-time investment insights to streamline workflows and ensure data-driven decisions.

Hyper-Personalised Portfolios. Built by AI.

Deliver tailored solutions for every client with PrivéAIGO®, our AI-powered portfolio curation tool). Leverage real-time market data, AI analytics, and multi-step risk profiling to create investment solutions that anticipate client needs.

Transparent Reporting. Stronger Relationships.

Give clients full visibility into their portfolios. With real-time dashboards, performance breakdowns, and clear fee tracking, Privé builds trust through transparency.

Seamless Integration. Simplified Workflow.

Streamline 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.

Automated Compliance. Zero Friction.

Reduce administrative overhead with automated onboarding, KYC, and trade processes. Privé ensures precision, audit-readiness, and seamless integration with your existing infrastructure.

Advanced Risk Management. Informed Decisions.

Our tools identify and mitigate risks in real time. Predictive analytics enable you to make informed decisions to adjust portfolios in response to market fluctuations.

Private Banks’ Solutions Suite

Privé's tools are flexible, scalable, and designed for peak performance. Our solutions are curated just for private banks:

Advisory Platform

— Guided journeys. Intelligent advice.

Transform client interactions with a comprehensive advisory journey designed to provide tailored insights and optimize investment strategies.

  • Risk Profiling + Preferences Intake (PrivéFlex)
  • A.I. Portfolio Optimization & Comparison (PrivéAIGO®)
  • Portfolio 360° Reports
  • Digital Proposal Generation
  • Portfolio Proposal Engine
  • Optional add-on functionality: Order Execution, Client Reporting

Professional Platform

— Sophisticated Tools. Simple to Use.

Easily manage diverse client portfolios and complex investment strategies with tools for strategy implementation, proposal generation, and automated rebalancing.

  • Strategy Management
  • Portfolio Proposal Generator
  • Rebalancing Engine
  • Order Management
  • Reporting & Oversight
  • Optional add-on functionality: Advanced Analytics, Custom Reporting

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 (Flex + PrivéAIGO®)

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
  • Performance Tracking
  • Fee & Retrocession 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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