The All-in-One Solution for Insurance Companies

With Privé, deliver tailored investment strategies faster, smarter, and at scale.
Clients expect more than just protection, they want solutions that are flexible, transparent, and easy to understand. Privé delivers, with tools for digital journeys, real-time portfolio monitoring, and automated compliance.
Features

Why Insurance Companies Choose Privé

Streamlined Investment Journeys. Fully Digital.

Launch investment-linked products (ILPs/ILAS) with end-to-end digital workflows. From digital onboarding to automated suitability checks, our platform delivers a seamless client experience while meeting every regulatory requirement.

Personalised Portfolios. Built for Scale.

Leverage PrivéAI-go®, our patented AI portfolio engine, to instantly construct tailored investment portfolios that align with policyholders’ goals, preferences, and risk profiles. Hyper-personalised portfolios built in seconds.

Compliance Embedded. Audit-Ready by Design.

Suitability checks, risk assessments, and documentation are integrated across the entire advisory and execution process. Every action is logged for full regulatory traceability.

Faster Time-to-Market. Without Operational Burden.

Create portfolios quickly, without rebuilding infrastructure. Privé’s modular architecture integrates with your existing systems without the need for manual work.

Improved Engagement. Higher Retention.

Keep policyholders invested for the long term with automated performance reporting, goal tracking, and personalised recommendations.

Insurance Companies’ Solution Suite

Privé's tools are flexible, scalable, and built for peak performance. Our solutions are curated just for Insurance Companies:

Advisory Platform

— Guided journeys. Intelligent advice.

Transform client interactions with a comprehensive advisory journey designed to provide tailored insights and optimize investment strategies.

  • Proposal Engine
  • Investment Explorer
  • Risk Profiling + Preferences Intake (Flex)
  • A.I. Portfolio Comparison & Construction (PrivéAIGO®)
  • Digital Proposal Generation
  • Optional add-on functionality: Order Management, Reporting

Onboarding & Client Profiling

— Faster onboarding. Smarter Insights.

Digitize your client onboarding process with KYC, AML, risk profiling, and investment suitability. Personalized and compliant from day one.

  • Digital Onboarding (Veridate)
  • Risk Profiling & Preferences Intake (Flex)
  • A.I. Portfolio Match & Proposal (Flex + PrivéAI-go®)

Portfolio Execution

— From Proposal to Policy Investment. In Seconds.

Automate the transition from proposal acceptance to policy execution with precision and audit-ready workflows.

  • Order Management
  • Portfolio Management
  • Structured Products (Optional)
  • Rebalancing (Optional)

Goal-Based Planning

— Simulate Changes. Plan for Real Goals.

Simulate real-world financial goals and map them to tailored investment strategies automatically. Our tools evaluate performance, highlight shortfalls, and generate strategies built around each client’s goals.

  • Life Goals - Retirement, Children’s Education, Legacy Planning
  • Goal-Based Wealth Planning
  • Portfolio Comparison
  • Investment Strategies (Optional)

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Reporting & Oversight

— Turn Data into Decisions.

Bring clarity and control to your reporting. Privé’s tools can deliver transparency across portfolios, fees, performance, and retrocessions.

  • Reporting & Analytics
  • Fee & Retrocession Tracking
  • Audit-Ready Workflows

The future of asset & wealth
management isn’t coming, it’s here.

Let us bring you there.
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