Our Solutions

Digital client acquisition and engagement solution for the wealth management industry, revolutionizing how clients and wealth managers connect.

• Tailored client acquisition for wealth managers using a proprietary matching technology (SmartSearch™)
• Use the B2C marketplace to reach a growing captive audience
• Amplify brand awareness and thought leadership via content
• Participate  in our users’ personalized  financial journey

An innovative sales tool that uses content as a delivery mechanism for distributing sales ideas and promotions to clients. iEngage can potentially increase product or promotional opportunities via targeted marketing to clients.

• Give clients engaging content feeds  linked to product opportunities
• Setup and monitor sales campaigns or events
• Gain insight into your clients’ reading habits and preferences
• Receive notifications when a client is interested in the promotion

Engage clients with an emotionally impactful goal-based wealth planning tool.

• Create and monitor goal progression. Visually identify shortfalls in wealth goals and create engagement points for upselling and obtaining wallet share.
• Holistic 360 views of the client including investments, income, assets & liabilities, insurance.

Provide your salesforce with an award-winning portfolio simulation tool to substantiate your product recommendations through real-time impact analysis. Tailor investment proposals and illustrations in a manner of seconds.

• Simulate portfolio performance using backtesting net of variable account charges
• Stress-test the portfolios for quantitative analysis
• Increase adoption in model portfolios and Discretionary Portfolio Management

Designed with both advisors and clients in mind, use our patented Artificial Intelligence-driven engine to construct and optimize tailor-made portfolios.

• Applies genetic evolution concepts to inject bionic advisory into traditional portfolio advisory
• Through adaptation, the strongest attributes of a portfolio are learned and transferred to the next generation
• Assess “Portfolio Fitness” via a range of customizable quantitative and qualitative factors

APIs available for this product group:

• Optimize portfolio using AI GO
• Create and monitor wealth planning goals
• Configure the risk profiling calculation method
• Search and query a large database of investment products
• More to explore in the Developer Portal – Sign-in / Register

An essential tool for portfolio rebalancing, the engine can handle bulk orders and scheduled rebalancing on fixed intervals. Trades will be automatically allocated to individual client accounts and reconciled via our client reporting function.

• Manages bulk orders and allocates to individual client accounts
• Ability to track trade execution real-time via an intuitive dashboard
• Generate trade execution orders in CSV, XML, FIX format
• Flexibility to perform ad-hoc or scheduled balanced based on fixed intervals or defined triggers

Link clients with in-house or third-party model portfolios and manage multiple clients and free up advisor time for additional client meetings and prospecting.

Customize the approval mechanism to your requirements

• Generate customized factsheets for the model portfolio
• Upload and edit model portfolios and tag them to specific risk profiles
• Compare and backtest model portfolio performance

Generate brand consolidation, and aggregated reporting across all client’s assets. Use Alert functionality to stay one step ahead of your clients by receiving notifications for predefined events.

• Privé has direct data feeds with a network of fund platforms, banks, brokerages, and insurance companies
• Create events based on allocation deviations, expirations, overdrafts, Event notifications can be at both a company or user level

Give clients access to your branded portal or App. They can view their portfolios, communicate with their advisor, upload documents to a secure storage area, and evaluate your investment recommendations.

• Monitor their portfolio and manage investments
• Navigate and interact with your investment product universe
• In-built messaging function to communicate with your advisors
• An Intuitive and seamless user experience

Track and store all client and prospects interaction efficiently via built-in notes, eMail magnets, and document storage.

• Use E-mail magnets to attach a document or report directly to emails
• Client information document storage
• Built-in notes
• Can be integrated into your existing CRM solution

APIs available for this product group:

• Create and submit orders for execution
• Apply investment guidelines to investor account
• Generate report at the investor or account level
• Create and maintain customized model portfolios
• More to explore in the Developer Portal – Sign-in / Register

A digital account opening tool. It’s faster, more efficient and compliant with regulatory requirements. With this, we reduce paperwork and use automated processes to perform KYC checks and verification.

• Perform gamified risk-profiling and CKA as part of the onboarding process
• The transition from paper-based to digitized forms
• Adopt efficient record-keeping practices for both advisory and compliance teams
• Reduce operational costs with streamlined processes

Our Text-To-Speech system automates and digitizes the risk disclosure process for you.

• Clients dial-in to our TTS system which articulates the key risks of their selected investment products
• Through intelligent PDF scraping, we ensure the risks disclosed are up-to-date
• Captures the client’s acknowledgment  to the risk disclosure
• Multi-language capability

Aggregate all transactions and automatically calculates fees & commissions at the counterparty, advisor, and client level.

• Track and report client fees, trail fees, and advisor commissions
• Supports various fee types and commission structures
• Perform reconciliation at a company or counterparty view
• Fees and commissions assigned to relevant client and advisors

APIs available for this product group:

• Manage fee & retrocession rules
• Track and report client fees
• Onboarding customers and manage client profiles
• Perform risk profiling and generate reports
• More to explore in the Developer Portal – Sign-in / Register