Portfolio Management

Operational Portfolios. Executed Instantly.
Privé enables institutions to execute portfolios with precision, manage risk in real time, and monitor performance across every account. From order routing to compliance checks and performance attribution, the platform automates operational workflows so advisors can focus on outcomes, not admin.

Operations management that delivers precision and control

Privé Portfolio Management connects every step of the operational lifecycle in one system. Advisors can execute trades, monitor portfolios, and control risk in real time across accounts.

Compliance, risk, and performance tracking are integrated into the core workflow, ensuring every action is auditable, optimized, and regulator-ready.

Key Features

Trade Execution and Operational Routing

Execute trades across portfolios with full integration to order management systems. The platform captures portfolio decisions, routes orders to market, and monitors execution status in real time. Built-in compliance checks and audit trails ensure every trade is captured and verified.

Risk Control and Compliance Integration

Monitor portfolio exposures and operational risk metrics as they evolve. Automated compliance rules scan for violations across portfolios and alert advisors to breaches of policy, thresholds, or regulatory limits. Every action is logged, reviewed, and controlled.

Live Portfolio Monitoring and Performance Tracking

Monitor portfolio exposures and operational risk metrics as they evolve. Automated compliance rules scan for violations across portfolios and alert advisors to breaches of policy, thresholds, or regulatory limits. Every action is logged, reviewed, and controlled.

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

Let us bring you there.
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