Wealth management has evolved
It's time you do too
Goal Based Wealth Planning
Capture client's holistic wealth and financial goals to monitor and advise on goal progression. Platform is also able to provide recommendations to "get back on track".
Portfolio Monitoring
Investment guidelines, SAA and TAA deviations and/or performance threshold breaches are monitored on an ongoing basis, and a myriad of alerts allow constant compliance and engagement.
Rebalancing
Automated and/or ad-hoc rebalancing made possible through the platform to automatically generate orders for all linked client accounts.
Portfolio Comparison
Allow in-depth simulations of portfolios and compare current investor portfolios against proposed portfolios (model or AI-generated).
Investment Strategies
Create and maintain model portfolios and investment strategies on the platform, which can then be linked to client accounts for automated or ad-hoc rebalancings.
Order Management
Place orders through the platform for a consolidated "trade blotter", which can then be connected to a bank's OMS or directly to an execution broker for straight-through processing of orders.
Portfolio Management
Unify investor accounts effortlessly for a holistic snapshot of all assets and PnL. Our tool grants you an all-encompassing view of clients, their accounts, and the ability to slice-and-dice for focusing the view on what's important.
Onboarding
Complete digital onboarding journey including risk profiling, investment preferences, KYC and AML. Highly flexible based on your onboarding requirements.
Structured Products
Previously what would've been a black box in your portfolio statement, Privé now can model and allow a level of transparency into structured products - unrivaled in the market.
A.I. Portfolio Construction
Use our proprietary (patented & award-winning) algorithm to construct portfolios that are individually tailored to the investor's risk profile and investment preferences.
Reporting
Elevate your edge with our Portfolio Reporting – your key to crystal-clear insights, comprehensive analytics, and data-driven decision-making.
Fees & Retrocessions
Automate and track retrocessions, platform fees, and advisor payouts with full transparency, flexible rate models, and audit-ready workflows.
Why Grow Your Wealth Management with Privé?
We're your proven partner, consistently delivering exceptional value. Our track record boasts successful projects of all sizes and complexities.
Frequently asked questions
Some common questions we get:
What does Privé do?
Privé Technologies is a financial technology (fintech) company that specializes in providing digital wealth management solutions and services.
Privé Technologies offers software platforms, tools and services designed to help financial institutions, wealth managers, and advisors streamline their operations, enhance client engagement, and improve the delivery of financial services. These include features such as portfolio management, risk assessment, trading tools, client communication capabilities and much, much more.
How can Privé help me grow my wealth business and/or AuM?
By leveraging its digital solutions, Privé empowers firms to efficiently onboard and engage clients, construct and manage portfolios, and provide personalized financial advice. These tools not only drive cost-efficiency but also enable scalable growth and compliance adherence.
Furthermore, Privé's data analytics capabilities offer valuable insights to inform investment strategies, ultimately attracting and retaining clients, resulting in increased assets under management (AuM) and long-term business expansion.
How does Privé charge for it's advanced wealth management platform?
Privé employs a pricing structure that comprises two major components; a one-time upfront fee for implementation and annual SaaS fees.
The one-time implementation cost encompasses a range of professional services, including system setup, configuration, data migration, integration, quality assurance, testing, training, and platform customization to align with our client's specific business needs. This upfront fee reflects the initial efforts required to get the software platform up and running efficiently, ensuring a smooth transition and customization to meet our client's unique requirements.
The annual SaaS fees represent the ongoing costs associated with using the platform. SaaS pricing is based on a subscription model, where clients pay recurring fees at regular intervals, typically annually. These fees cover a range of ongoing services, including license to the software, maintenance, infrastructure costs, monitoring, support, security and updates.
Is this Privé different from the Privé restaurants I see around town?
Yes, we're different from the Privé restaurants you may see around town (particularly if you're in Singapore).
That said, we're happy to help you make a reservation at the Privé restaurant for a sit down to see how we can do business together :)
