Structured Products

Structured for Transparency. Built for Performance.
Privé’s structured products module gives institutions full control over how structured investments are created, analyzed, and delivered. The platform digitizes termsheets, integrates live market data, and powers real-time analytics across all payoff types and underlyings. Advisors gain full transparency and portfolio-level context for every recommendation.

Structured Products with full visibility and portfolio alignment

Privé removes the complexity traditionally associated with structured products. Advisors can simulate returns, assess risk factors, and evaluate structures within the client’s portfolio.

Every decision is backed by data, aligned with suitability, and presented with clarity.

Key Features

Transparency and Payoff Visibility

Digitized termsheets show underlying assets, payoff logic, and key risk drivers. Advisors can explain structured product behavior with clarity, making complex products easier to justify and communicate.

Portfolio-Aware Suitability and Risk Analysis

Structured products are analyzed within the context of the client’s full portfolio. Advirs can evaluate how a new structure impacts performance, diversification, volatility, and asset allocation.

Simulation and Comparison

Built-in tools allow advisors to simulate structured products under different market scenarios or compare multiple structures in parallel. This supports product selection based on risk profile, investment goals, and market view.

Integrated Reporting and Recommendations

Structured product data flows directly into client reporting, performance attribution, and proposal outputs. Advisors can deliver recommendations with clear documentation, full compliance alignment, and audit-ready records.

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