Advisory Platform

Advisory That Guides Every Step. With Automation You Can Trust.

Elevate your client advisory process with a seamless, unified journey. From digital onboarding and risk profiling to portfolio construction and proposal generation, you can guide every client interaction with intelligence and built-in compliance.

Why Choose Privé

Faster Onboarding. Smarter Client Insights.

Digitize the entire onboarding process with KYC, AML, risk profiling, and investment suitability in one compliant workflow. Capture each client’s full financial picture from day one to deliver faster, more tailored advice.

CIO Views. Applied Across Every Interaction.

Leveraging Privé AI Insights, the platform integrates your bank’s or third-party CIO views and strategic asset allocation into every step of the advisory process. Our platform ensures that recommendations, rebalancing, and next-best-product suggestions are consistent, compliant, and instantly deployable.

Intelligent Proposals. Backed by AI Precision.

Generate investment proposals backed by AI-powered portfolio comparison and construction. Align strategies with client needs, recommend the right products, and auto-generate bulk orders directly from approved proposals.

Engagement That Feels Personal. Across Every Client.

Translate CIO outlooks into localized, client-ready summaries and targeted talking points. Advisors can deliver consistent, hyper-personalized insights tailored to each portfolio and client profile.