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Solutions designed to engage and empower your clients and advisors.
Inject life into traditionally unengaging financial Content through personalized training programs and digital tools
- Use a combination of workshops, visual assets, and digital tools as mediums for knowledge transfer
- Customized content delivery to individual profiles
- Gamify the financial learning journey
- Deepen the knowledge of your salesforce to serve their clients better
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
Use data-driven tools to transform wealth management sales and customer experience. Digital Advice tools can incorporate house views and research, as well as deliver tailor-made recommendations to increase conversion and engagement.
Empower your advisors and clients alike to discover, track, and compare funds, stocks, bonds, options, warrants, and structured products.
- Multi-asset class capabilities
- Market the data agnostic including documentation and product look-through
- View up-to-date and custom-branded factsheets
- Product risk rating to support suitability
- Supports structured products
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
Digital Portfolio Management
A full suite portfolio management system that allows you to construct and rebalance portfolios efficiently.
- ORDERING & REBALANCING ENGINE
- MODEL PORTFOLIOS
- REPORTING & ALERTS
- CLIENT PORTAL
- CRM & DOCUMENT MANAGEMENT
Virtual Funds (or vFunds) gives you the ability to package in-house intelligence and strategies wrapped into a virtual fund. It provides clients with easy-to-understand investment ideas, thematic or qualitative, and the client portfolio will show not only a list of securities but also a collection of ideas and themes they are invested in, each with its factsheet and history.
- Monetize your strategies and intelligence without the costs of launching new funds
- Allocate a vFund to fund multiple clients’ wealth goals
- Intelligently segregates and disperses top-ups and withdrawals
- Privé offers a strategy marketplace to complement yours
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
Reduce the burdens of your operations department while upholding the highest standard and efficiency. Our digital modules create time and cost-efficient workflows, tailored for your organization.
As business and regulation increase in complexity and cost, it is invaluable to have defined processes in place. Let Privé provide tools that streamline, control and monitor your business.
- Automate approval processes across all your departments
- Tie together multiple functionalities with internal systems
- Dynamically adjust internal standards and procedures based on the changing landscape
- Retain a full audit log
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
The Cherry on the cake
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