On the 10th of April, Privé was amongst the coveted winners on the night, bagged the Best Structured Product Technological Solution for 2019.
Privé Technologies has developed a structured product platform which generates the data to help clients understand the impact of the products to their portfolios by comparing them with regular securities.
The wealth management industry approach is changing from a product-driven push approach to a consultative portfolio advice approach. Being able to understand the impact of different securities to a portfolio risk/reward approach is becoming increasingly important. For regular securities, information could be easily obtained.
However, difficulties arise when it comes to structured products as they lack track record and analysis.
Privé Technologies Brings Structured Products Analysis From Rocket Science to the Level of Traditional Investments.