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Digital
Transformation ?
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Solutions:
Wealth Planning Driven Robo
Chatbot
Portfolio Proposal Tool
Insurance Management
Text to Speech
Portfolio Health Check
Bionic Advisory
Model Portfolio Driven Robo Advisor
Wealth Planning Portfolio Construction
Ordering Solution
Text to Speech
Robo with Portfolio Construction
Ordering Solution
Reporting Solution with Portfolio XRay
Portfolio Proposal Tool
Model Portfolio Driven Robo Advisor
Ordering Solution
Robo with Portfolio Construction
Portfolio Proposal Tool
Text to Speech
Ordering Solution
Reporting Solution with Portfolio XRay
Portfolio Proposal Tool
Standard APIs
Plugin Solutions
Privé enginges: AI GO Optimizer
Chatbots
Alerts
Commission
Custodian
Execution Broker
Insurance
Investment Explorer
Model Portfolio
Order Mgmt.
Portfolio Comparison
Rebalancer
Reporting Analytics
Risk Profile
User Asset Allocation
vFunds
Wealth Planning
Risk Disclosure TTS
Portfolio Construction
Chatbot
Insurance Management
Reporting
Standard API's
Strukturierte Produkte
AI GO Optimizer
AI GO Optimizer
Software as a Service / Plug in Solutions
Benefit from our modular Solutions
Digital Wealth
Platform
Advisory & Discretionary
Business Model
Advisor & Digital Channel
Web, App & APIs
Stay updated
Scale your business
Easy to implement, customizable modules enable you to open up new revenue channels and increase revenue.
Be smart, increase efficiency
We provide the ability to save costs by digitizing processes with our “Bank in a Box” solution.
Cover regulatory compliance
We make sure your workflows are thorough and transparent by automating the complete process and reducing the cost of compliance.
Award-winning
technology
Want to join our international Team?
We have a great culture and are always on the lookout for talented problem solvers!
2011
Founded by two
finance professionals
75 +
Institutions using
our technology
> 160
Employees across
three continents
> 3000
Individual advisors
using our platform
2011
Founded by two
finance professionals
75 +
Institutions using
our technology
> 160
Employees across
three continents
> 3000
Individual advisors
using our platform
Want to join our international Team?
We have a great culture and are always on the lookout for talented problem solvers!
We have clients all over the world
North America
South America
Europe
Asia
Fancy Travelling?
Privé has 8 offices around the globe.
Come and visit us when you’re in town!
Bangkok
21st floor, Asia Centre Building,
173 South Sathorn Rd, ThungMahaMek, Sathon, Bangkok 10120
+852 3157 1234
[email protected]
Hong Kong (HQ)
23/F, Arion Commercial Centre, 2 Queens Road West, Sheung Wan, Hong Kong
+852 3157 1234
[email protected]
Munich
Gotzinger Straße 52f
81371 Munich
+49 89 380124710
[email protected]
Singapore
10 Winstedt Rd,
Singapore 227977
+65 6631 8399
[email protected]
Taipei
16,No 80 Zhongxiao W. Rd., Zhongzheng Dist.,Taipei City 100007 Taiwan
+886 936 422 518 [email protected]
Vienna
Wollzeile 1-3, 3. St., Top 3.1
1010 Vienna
+49 69-3487 7267
[email protected]
Seoul
17/F, O2 Tower, 83 Uisadang-daero,
Yeongdeungpo-gu, Seoul, South Korea
(07325)
Get in touch with us today
News and
Insights
All about Privé Technologies’ newest retrocession and commissions engine
Automate away your burdens: managing retrocession and trailer fee calculations can often be an extremely time-consuming and tedious task, with no guarantees that the final number is accurate. However, with so much riding on a correct figure, it is vital that...
New: Privé Technologies works with Top 3 Banking Group of South Korea to implement S-Ray
Privé Technologies has been chosen by the Shinhan Group, one of the Top 3 South Korean Financial Groups. The goal of the collaboration is to implement Privé’s wealth management platform and include a brand-new portfolio review tool known as S-Ray. S-Ray is an...
Enjoy limitless customization and configurable advisory journeys with Privé FLEX!
Transform your organization into an agile and digital business. Shape powerful advisor journeys for risk profiling, KYC, onboarding, preference selection, portfolio construction & proposals as well as documentation. Take advantage of our software and achieve key...