OUR SOLUTIONS

Modular TechNology

We have built end-to-end, award-winning technology solutions for institutions both large and small. Whether you are a new entrant needing our ‘wealth management out-of-a-box package’, or the specific functionality of one of our innovative modules, Privé provides you with a range of delivery mechanisms that make your technical integration suitable for your requirements.

  • Award-winning solutions
  • For enterprises as well as boutiques
  • Used by over 60 companies worldwide
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Read about our solutions below, and book a demonstration with our team to see how our modules, standalone or integrated, can help your business meet its digital transformation goals.

OUR SOLUTIONS

DIGITAL ENGAGEMENT

Technology solutions to engage and empower your clients and advisors. Our Digital Engagement solutions help you find new clients, and do more with those you already have. Our advisor engagement tools make your sales force more engaged, more financially-literate and, ultimately, sell more.

  • Financial Learning
  • iEngage
  • MyAdvisor
  • Wealth In Asia

DIGITAL ADVICE

Use data-driven tools to transform your business from a product sales model to a portfolio advisory one. Our technology allows you to incorporate your in-house views and research, as well as deliver tailor-made recommendations to increase overall conversion.

  • Risk Profiling
  • AI Portfolio Construction
  • Goal-Based Wealth Planning
  • Investment Explorer
  • Portfolio Proposal & Comparison

DIGITAL PORTFOLIO MANAGEMENT

A full suite portfolio management system that allows you to intelligently construct and rebalance portfolios. Construct model portfolios and leverage on technology to monitor and report on a large number of portfolios, and then rebalance and generate orders at the click of a button.

  • vFunds
  • Client Portal
  • Model Portfolios
  • Reporting & Alerts
  • Ordering & Rebalancing Engine
  • CRM & Document Management

DIGITAL OPERATIONS

Reduce the burdens of your operations department whilst upholding the highest standard in effiency. Our digital modules create time and cost efficient workflows, tailored for your organisation.

  • Digital Onboarding
  • Text-To-Speech (TTS)
  • Workflows
  • Fee & Commission Management

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