DIGITIZING WEALTH MANAGEMENT
Privé Technologies offers an end-to-end modular Wealth Management Platform that allows financial institutions to empower their advisors and provide hyper-personalized solutions.







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
60+
Institutions using our technology
> 120
Employees across three continents
> 3000+
Individual advisors using our platform
2011
Founded by two finance professionals
60+
Institutions using our technology
> 120+
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!
HEAR FROM OUR CLIENTS
Our Solutions
Our Solutions
Benefit from our modular Solutions









30+ MODULES
- Pre-built modules allow for 2x faster deployment
- Use them individually or together to create unique journeys tailored to your needs









CLOUD-BASED
- By leveraging cloud development, Privé’s solutions are low cost and easily scalable
- 4-5x more cost effective than hardware/on premise based deployment









CUSTOMIZABLE
- Modules can be rearranged and integrated according to your needs
- API-based delivery allows for a high degree of flexibility and customization









ONE PLATFORM
- Privé’s modules can also be integrated with third-parties to seamlessly connect different offerings
- Reduce the hassle of navigating different interfaces.
Benefit from our modular Solutions









30+ MODULES
- Pre-built modules allow for 2x faster deployment
- Use them individually or together to create unique journeys tailored to your needs









CLOUD-BASED
- By leveraging cloud development, Privé’s solutions are low cost and easily scalable
- 4-5x more cost effective than hardware/on premise based deployment









CUSTOMIZABLE
- Modules can be rearranged and integrated according to your needs
- API-based delivery allows for a high degree of flexibility and customization









ONE PLATFORM
- Privé’s modules can also be integrated with third-parties to seamlessly connect different offerings
- Reduce the hassle of navigating different interfaces.
Wealth Management Platform
Privé Professional is available as 3 different use cases. All of them are served from the same underlying platform, allowing clients to easily switch between or combine the offerings. .


Advisory
Focused on providing personalized advice
Available as an advisor tool or B2C direct channel.
Covers the full end-to-end wealth management process


Discretionary
Manage multiple strategies and thematic portfolios
Utilize advanced proposal tool to attract new clients
Efficient management with bulk operations


EAM White Label
Full wealth management platform capabilities
From portfolio creation to portfolio reporting
Multi asset and multi jurisdiction capability
Award-winning technology








OVERCOME CHALLENGES
Demand Generation
Our tools help advisors to grow business by getting clients engaged via goal based wealth planning, portfolio health check or proposal tools that use algorithms to take into account personal client preferences.
Operational Efficiency
Benefit from our end-to-end processes and the highest degree of automation without breaks of different systems and environments in between. Our wealth management platform can host anything from retail over mass affluent to private wealth, which better supports advisor-driven and direct-to-consumer cases, including both discretionary and advisory models.
Regulatory Compliance
Rest assured: all of our software is compliant with different regulatory requirements, including KYC regulations, ESG or MiFID.
Strong Client Relationships
Hyperpersonalization allows financial institutions to distinguish themselves by offering tailored and curated solutions at scale. Clients with personalized portfolios, goals and risk profiles that consider not just theirs but their families’ needs, are less likely to buy a competitor’s off-the-shelf product – especially when based directly on fractional securities.
OVERCOME CHALLENGES
Demand Generation
Our tools help advisors to grow business by getting clients engaged via goal based wealth planning, portfolio health check or proposal tools that use algorithms to take into account personal client preferences.
Strong Client Relationships
Hyperpersonalization allows financial institutions to distinguish themselves by offering tailor and curated solutions at scale. Clients with personalized portfolios, goals and risk profiles that consider not just theirs but their families’ needs, are less likely to buy a competitor’s off-the-shelf product – especially when based directly on fractional securities.
Regulatory Compliance
Rest assured: all of our software is compliant with different regulatory requirements, including KYC regulations, ESG or MiFID.
Operational Efficiency
Benefit from our end-to-end processes and the highest degree of automation without breaks of different systems and environments in between. Our wealth management platform can host anything from retail over mass affluent to private wealth, which better supports advisor-driven and direct-to-consumer cases, including both discretionary and advisory models.
TACKLE KEY MEGATRENDS










TACKLE KEY MEGATRENDS
News and Insights


Supporting relationship managers more crucial than ever
Wealth management has always been a high-touch industry, where building relationships with clients is a critical part of the job. However, in recent years, the industry has faced challenges with increasing competition, changing regulations, and shifting client...
![Privé Conversation: AI – but why? [Vol. 1]](https://privetechnologies.com/wp-content/uploads/stats-ai-convo-1080x675.jpg)
![Privé Conversation: AI – but why? [Vol. 1]](https://privetechnologies.com/wp-content/uploads/stats-ai-convo-1080x675.jpg)
Privé Conversation: AI – but why? [Vol. 1]
Narrative is such an important component of financial markets and their peripheral industries. This year’s story, in case you missed it, is about the breakthrough of Alternative Intelligence (AI) into the mainstream. Of all the definitions, this simple one from...


Unlocking Growth: Cloud-Based Fintech and Scalability
The global banking industry is undergoing a significant transformation, driven by a combination of changing customer demands, evolving technology, and intensifying competition. As traditional banking models continue to face challenges, banks must find new ways to...
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